Schwartzman Financial

Schwartzman Financial A financial services company that revolves around the client, their business, and their family.

Our role is to guide our clients to achieve their financial goals and dreams. Mutual funds are offered through Investia Financial Services Inc.

Don't Make a Resolution. Make a Plan."Save more money" is a wish. "Automate $500 to my TFSA on the 1st of every month" i...
12/31/2025

Don't Make a Resolution. Make a Plan.

"Save more money" is a wish. "Automate $500 to my TFSA on the 1st of every month" is a plan.

As we close the book on 2025, Schwartzman Financial is looking ahead. The AI landscape is changing how we invest, markets are evolving, and your life is moving forward.

One question to ask yourself tonight: Does my current financial strategy match the life I want to live in 2026?

If you aren't sure, let’s talk next week. Happy New Year! 🥂

Last Call for 2025 Charitable Giving (And Why It Matters)Giving back supports our community. It also supports your finan...
12/28/2025

Last Call for 2025 Charitable Giving (And Why It Matters)

Giving back supports our community. It also supports your financial plan—if you act by Dec 31.

Common Question: What are the most tax-efficient ways to give?

Donate Appreciated Stock: You avoid capital gains tax, and the charity gets the full value. A win-win.

Donor-Advised Funds (DAF): Contribute now for the 2025 deduction, but decide which charities to support later.

Cash Donations: Keep your receipts!

Who are you supporting this year? Let us know in the comments.

Season's Greetings from Our Team to You.The markets are closed, and it's time to pause.Today, Schwartzman Financial is t...
12/25/2025

Season's Greetings from Our Team to You.

The markets are closed, and it's time to pause.

Today, Schwartzman Financial is taking a moment to appreciate what actually matters: Community, Family, and Rest.

Whether you are gathering with loved ones or simply enjoying a quiet day off in our beautiful city, we wish you peace and relaxation.

Happy Holidays, Vancouver! ❄️

3 Ways to Enjoy the Holidays Without the "January Hangover"Let’s be honest: Spending guilt is a real holiday tradition. ...
12/23/2025

3 Ways to Enjoy the Holidays Without the "January Hangover"

Let’s be honest: Spending guilt is a real holiday tradition. But it doesn't have to be.

How can you manage holiday spending stress?

Track Real-Time: Don't wait until the credit card bill arrives in January. Check your banking app every morning this week.

The "Experiences" Pivot: If you're over budget on gifts, switch to gifting time or service for the remaining people on your list.

Pre-Commit January Cash: Decide now how much of your next paycheck goes immediately to paying off holiday expenses.

Peace of mind is the best gift you can give yourself. 🎁

The Shortest Day, The Brightest Plans. 🕯️Today is the Winter Solstice. Here on the West Coast, we know how to handle the...
12/21/2025

The Shortest Day, The Brightest Plans. 🕯️

Today is the Winter Solstice. Here on the West Coast, we know how to handle the dark days—we embrace the cozy and plan for the return of the light.

In finance, we see similar cycles. "Winters" in the market are inevitable, but they are also when the most important work is done.

Liquidity: Your umbrella against the storm.

Diversification: Not relying on a single source of warmth.

Perspective: Knowing the days will get longer again.

Stay warm tonight, Vancouver. We’ll be here to help you plan for the brighter days ahead.

Did you miss the Tax-Loss Harvesting window? (Maybe not.)With the year closing out, a common question we get at Schwartz...
12/17/2025

Did you miss the Tax-Loss Harvesting window? (Maybe not.)

With the year closing out, a common question we get at Schwartzman Financial is: “Is it too late to lower my tax bill for 2025?”

The answer is no, but the clock is ticking. Here are 3 moves to consider before December 31:

Review Your Losers: Sell underperforming assets to offset capital gains.

The "30-Day" Rule: Be mindful of wash-sale rules if you plan to buy back the same security.

Rebalance with Purpose: Use the cash from sales to adjust your portfolio back to your target allocation.

Pro Tip: Don't let the end-of-year busy season cost you money. Check your portfolio today.

Most people lose money in retirement simply because no one showed them the smarter tax options. 💸➡️📈A 20-minute chat can...
12/10/2025

Most people lose money in retirement simply because no one showed them the smarter tax options. 💸➡️📈

A 20-minute chat can save thousands. Let’s make sure your money stays working for you.

Message us to get started.

The market goes up. The market goes down. 📉📈Your retirement strategy shouldn’t wobble with every headline. A well-built ...
12/08/2025

The market goes up. The market goes down. 📉📈

Your retirement strategy shouldn’t wobble with every headline. A well-built plan keeps you steady, calm, and focused on long-term growth.

Book a no-pressure strategy call.

Your retirement doesn’t come together in one big moment. It grows through small habits, smart decisions, and a plan you ...
12/04/2025

Your retirement doesn’t come together in one big moment. It grows through small habits, smart decisions, and a plan you actually feel good about. 🌱✨
Start today. Your future self will seriously appreciate it.

Send us a message to book your free retirement readiness check.

A budget doesn’t need to be restrictive.Think of it as a map.It helps you figure out what matters, what doesn’t, and whe...
11/21/2025

A budget doesn’t need to be restrictive.
Think of it as a map.

It helps you figure out what matters, what doesn’t, and where your money can work harder for you.

Most people don’t realize how much tax planning impacts retirement income.Small tweaks—how you withdraw, when you take b...
11/21/2025

Most people don’t realize how much tax planning impacts retirement income.

Small tweaks—how you withdraw, when you take benefits, and how accounts are structured—can stretch your money further than you’d expect.

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Suite 610-1125 Howe Street
Vancouver, BC
V6Z2K8

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