Mann Team Wealth Management - Canaccord Genuity Wealth Management

Home
Canada
Vancouver, BC
Mann Team Wealth Management - Canaccord Genuity Wealth Management

Professional team providing Portfolio Management, Retirement planning, Estate planning, and other financial Services.

We help our clients attain a "Work-Optional" life Social Media Disclosure: http://ow.ly/XvqU30o8uTc

07/14/2026

Watching soccer this summer has reminded me of something.

The best athletes in the world don’t compete alone.

Professional soccer teams have coaches.

Olympians have trainers.

Successful CEOs have advisors.

Not because they aren’t capable, but because having the right guidance helps them perform at their best.

Retirement is no different.

Many of the women I meet are intelligent, successful, and have done an incredible job saving over the years.

They’re not looking for someone to take over.

They’re looking for someone to help answer the questions that keep them up at night.

• Can I actually afford to retire?

• How much can I safely spend each year?

• When should I take CPP and OAS?

• Am I paying more tax than I need to?

• Will my money last if I live into my 90s?

That’s what a retirement plan is really about.

Not predicting the market.

Not chasing the next hot investment.

It’s about creating a roadmap so you can make confident decisions and enjoy the next chapter of your life.

Because every championship team has a coach.

And one of the biggest transitions in life deserves a plan, too.

Tanya

07/09/2026

Recently, I worked with a woman in her early 60s who had just gone through a divorce and sold her family home.

For the first time, she was making every major financial decision on her own.

Together, we completed a Financial Facelift.
Here’s what she walked away with:
A retirement income roadmap
A tax-efficient RRSP strategy
A plan for CPP & OAS
Confidence in her next chapter

The biggest transformation wasn’t her investments.
It was her confidence.

If you’re approaching retirement, recently divorced, or simply wondering if you’re making the right financial decisions, let’s talk.

Book a complimentary 30-minute consultation.

Client story shared with permission and details have been changed to protect privacy.

06/26/2026

My daughter recently graduated, and like many parents, I’m excited to see what comes next.

As both a mom and a financial advisor, here’s what I want her, and every new graduate, to know about money:

• Learn to manage money early. If you’re using RESP funds for school, create a budget and take responsibility for your spending. Learning to manage money is one of the most valuable life skills.

• Make saving a habit. One thing I do with my own kids is match a portion of what they save, similar to how some employers match pension or group RRSP contributions. It’s a great way to encourage saving and reinforce good financial habits.

• Open a TFSA. TFSA contribution room begins accumulating at age 18, so it’s worth opening one and getting started early, even with small amounts.

• Understand the FHSA before opening one. It can be an incredible tool for future home buyers, but contribution room only starts once the account is opened and carry-forward room is limited. Make sure you understand the rules before deciding when to open an account.

• Remember that time is your greatest asset. At 18, you don’t need to find the perfect investment, you simply need to start building good financial habits.

Congratulations to all the graduates and their families celebrating this exciting milestone.

If you have a child who recently graduated or turned 18 and would like guidance on TFSAs, FHSAs, RESPs, or getting them off to a strong financial start, I’d be happy to help. I offer complimentary 30-minute consultations for families looking to plan their next steps.

06/17/2026

Women often spend years saving for retirement but very little time thinking about how that money will eventually be used.

Questions I hear all the time:

• Will I have enough?
• When should I take CPP?
• How much tax will I pay?
• Can I afford to travel?
• What happens if I live longer than expected?

The women who feel most confident about retirement usually aren’t the ones with the largest portfolios.

They’re the ones with a plan.

Whether you’re approaching retirement on your own, after a divorce, after the loss of a spouse, or as part of a couple, understanding your retirement income strategy can make a significant difference.

We offer both fee-only retirement planning and full-service wealth management for individuals looking for ongoing advice, investment management, and retirement planning support.

If you’re wondering whether you’re on track, feel free to reach out.

“You don’t need to have all the answers today. A good retirement plan is often the first step toward greater financial confidence.”

06/12/2026

The biggest question isn’t:

“Can I retire?”

It’s:

“Will my money last as long as I do?”

If you’re within 10 years of retirement and would like a second opinion, let’s chat.

Book a complimentary call through the link in my bio.

05/26/2026

Most Canadians have no idea these CRA audit triggers are getting flagged automatically.

Simple mistakes involving TFSAs, real estate, and crypto can lead to penalties and reassessments years later.

04/28/2026

Capital Gains vs Salary Wealth Secrets you Need!

Address

1133 Melville Street Suite 1200
Vancouver, BC
V6E4E5

Telephone

+16046437478

Website

https://mannteamwealth.com/

Alerts

Be the first to know and let us send you an email when Mann Team Wealth Management - Canaccord Genuity Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.