Brock Shwaluk

Brock Shwaluk Wealth Advisor | Scotia McLeod | Helping Farming Families, Business Owners, and High Net-Worth Individuals

Brock has spent his entire professional career in the Wealth Management industry, and has helped business owners, farming families, and affluent individuals achieve their financial goals and long-term objectives with customized investment solutions. The underlying philosophy of Brock’s book of business is to ensure his client’s understand everything, before implementing anything. He believes in co

mplete transparency and exceptional service. Brock is a former college hockey player who graduated from the University of Manitoba with a Bachelors of Commerce. He is a believer of being an ongoing student of the financial markets and been continuing his education by working toward a CFA Charterholder Designation. Away from work, Brock actively volunteers at the Crescent Fort Rouge United Church, is a Senior Hockey player for the Carman Beavers, and is a member of the La Salle Chamber of Commerce.

As someone who spends a lot of time talking with business owners and investors across Canada, I'm optimistic that Bill C...
07/29/2025

As someone who spends a lot of time talking with business owners and investors across Canada, I'm optimistic that Bill C-5 will push for fewer bureaucratic roadblocks.

Looks promising on paper, we'll have to see if this evolves into reality... Take a look at my Scotia economists' take on Bill C-5 below.

scotiawealthmanagement.com

I'm sure I'm not the only one struggling to keep up with Trump's latest tariff threats... Copper, cars, China - you name...
07/15/2025

I'm sure I'm not the only one struggling to keep up with Trump's latest tariff threats... Copper, cars, China - you name it.

I found a great resource that tracks everything Trump has mentioned - tariffs by country, commodity or sector.

Shocker, it's a long list!

tradecomplianceresourcehub.com

Following my previous post, there have been some proposed changes to U.S. tax and immigration legislation that could imp...
06/12/2025

Following my previous post, there have been some proposed changes to U.S. tax and immigration legislation that could impact Canadian snowbirds.

Now keep in mind these are just proposals at this stage. Final legislation may change - or not pass at all. Nonetheless, it's important to be informed.

scotiawealthmanagement.com

Of all the daily news coming from our neighbours down south - this one's worth keeping an eye on.The U.S. has proposed c...
06/09/2025

Of all the daily news coming from our neighbours down south - this one's worth keeping an eye on.

The U.S. has proposed changes to it's withholding tax rules that could impact Canadian investors. Especially those holding U.S. securities in non-registered, TFSA, FHSA, RESP, or RDSP accounts.

This bill has been passed by the U.S. House of Representatives but has yet to be passed into law. It could change or not be passed at all. Nonetheless it's important to stay updated on it.

Give a read below.

scotiawealthmanagement.com

04/07/2025

Over the last month, and especially last week, the global equity markets have been rocked with the reality that a full-fledged trade war is staring us in the face.

As an investor in turbulent times, it's essential to maintain a calm and rational mindset. Patience, discipline, and a clear understanding of your investment goals will help to navigate through these challenges.

Here's a quick update on Tariffs. If you'd like to chat about what's going on in the world, and your investment portfolio, please reach out.

Tariffs often lead to negative economic consequences for all parties involved. While I hope that cooler heads will event...
02/04/2025

Tariffs often lead to negative economic consequences for all parties involved. While I hope that cooler heads will eventually prevail, it's crucial to stay informed and prepared.

Check out my latest article for an update on Trump's tariff discussions and strategies to position your portfolio amidst the uncertainty.

brockshwaluk.ca

Tax time will come faster than you think... Here are some important dates and tax planning considerations that you shoul...
10/30/2024

Tax time will come faster than you think... Here are some important dates and tax planning considerations that you should know about. (Or forward to your accountant!)

Given the recent tax changes to capital gains, it's important to be proactive, rather than reactive when it comes to tax.

Ongoing annual planning and review with your wealth and tax advisors could save you thousands of $$.

scotiawealthmanagement.com

"Stay in the game, but don't bet on one horse."Equity markets have been smooth sailing thus far in 2024. Given these str...
10/28/2024

"Stay in the game, but don't bet on one horse."

Equity markets have been smooth sailing thus far in 2024. Given these strong returns, here's a reminder to keep a diversified portfolio across multiple asset classes.

Here's a great article on portfolio construction, and other economic commentary by my Scotia analysts.

scotiawealthmanagement.com

You need to have a will in place! Approximately 50% of Canadians die each year without having a prepared will. More cost...
10/20/2024

You need to have a will in place! Approximately 50% of Canadians die each year without having a prepared will.

More costly, pay more in tax, time-consuming, and your estate will be distributed using an arbitrary formula.

Check out some estate planning tips in my article attached, or contact me directly.

brockshwaluk.ca

Canada posted a trade deficit of $1.10B in August, exceeding expectations. Imports have risen, exports have declined. It...
10/16/2024

Canada posted a trade deficit of $1.10B in August, exceeding expectations. Imports have risen, exports have declined. It has now been 6 months of higher deficits than expected.

Does this mean we are nearing an economic slowdown in Canada? Give my article a read for an update of what's going on in the world.

brockshwaluk.ca

If you're nearing retirement, it's important to be aware of pension splitting strategies available to you and your spous...
09/27/2024

If you're nearing retirement, it's important to be aware of pension splitting strategies available to you and your spouse. Doing so could help you save on your tax bill, and be eligible for certain tax credits.

Read my article for some pension splitting tips you should be aware of...

brockshwaluk.ca

Interest rates in Canada have dropped another 0.25% to 4.25%. Another key piece of U.S economic data has been released y...
09/05/2024

Interest rates in Canada have dropped another 0.25% to 4.25%.

Another key piece of U.S economic data has been released yesterday morning, with the U.S. jobs report coming in below expectations.

Mark your calendars for September 18th - the next U.S Federal Reserve's Interest rate decision.

brockshwaluk.ca

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1400-242 HargrAvenue Street
Winnipeg, MB
R3C0T8

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