by Wilmot Financial | May 5, 2025 | Uncategorized
Non-Registered Segregated Funds: A Comparison with Traditional Bank Investments Estate planning is essential for a smooth transfer of assets to your beneficiaries. While traditional non-registered (non reg) investment accounts from the big banks (& Credit Unions...
by Wilmot Financial | May 5, 2025 | Uncategorized
Navigating Uncertainty: 3 Key Benefits of Having a Financial Advisor and a Financial PlanThe world of finance is full of ups and downs. Economic downturns, stock market volatility, and unexpected global events can leave even the most experienced investors feeling...
by Wilmot Financial | May 5, 2025 | Uncategorized
Do you have Non-Registered investment accounts at a Bank or Credit Union? “Non-Registered” simply means the money isn’t in a “Registered” account that CRA tracks … such as an RRSP/RRIF/TFSA.Do you plan to eventually leave that money...
by Wilmot Financial | May 5, 2025 | Uncategorized
Updated for 2025: Our Money Dates infographic is a reference of important Money Dates of when returns aredue to be filed, payments are due, and government benefits are paid. Keep for reference throughout the year. As a Financial Planning professional, Del works...
by Wilmot Financial | May 5, 2025 | Uncategorized
Estate planning is about much more than having a will, and a proper estate plan can significantly reduce the stress and personal risk executors otherwise face. Assets that are included in the will are also subject to probate fees (Estate Administration Tax – “EAT” –...
