Life insurance is just one of the various ways Canadians can donate to charitable organizations and receive a donation tax credit. This is accomplished by the donor making the desired charity the owner of the donor’s new or existing life insurance policy.

Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani review 2023 Q1 market performance as well as the some of the major headlines during the quarter.

Westmount Wealth's Portfolio Managers Matthew Evans & Lorenzo Pederzani interview Alignvest Student Housing REIT's Managing Partner Sanjil Shah to discuss student housing as an investable asset class in Canada. This is an investment held in the Westmount Real Asset Fund.

The TFSA can be an very powerful tool for wealth generation. Investment income earned inside your TFSA (interest, dividends, and capital gains) do not create an income tax liability.  Gains are truly tax-free.

Mehul speaks with Sheila Burns, a director at CLHIA, about their new Critical Illness Insurance Consumer Guide. Critical Illness insurance is one of the most misunderstood types of insurance in Canada. It is also one of the least talked about by consumers and insurance advisors alike. The Canadian Life and Health Insurance Association (CLHIA), a consumer based association recently released a consumer guide on critical illness insurance to help Canadian consumers. Sheila starts with explaining about the decision to create the guide and then we get into a detailed discussion on critical illness insurance.

If you were successful in generating wealth during your working years, your advisor or financial planner may inform you that you have more money than you will ever spend. Instead of worrying about “do I have enough,” your concern shifts to “how do I protect what I have saved?”

More Money, Same Problems: Risks facing retirees are universal regardless of wealth.

Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani cover market performance in 2022 as well as reviewing the performance of the Westmount Wealth funds.

Several times a year, I receive questions from clients about adding an adult child as a joint owner of their assets.  This could be bank accounts, investment accounts, or even as a joint owner of their home. 

Is scrapping DSCs from segregated funds the right path forward?

The TFSA can be a very powerful tool for wealth generation. Investment income earned inside your TFSA (interest, dividends, and capital gains) do not create an income tax liability. Gains are truly tax-free.

The end of the third quarter was a volatile one, seeing a sharp rally through August and even sharper reversal in September, bringing equities back to their June lows. This was triggered by the same themes that have plagued 2022 thus far.

Westmount Wealth’s Lorenzo Pederzani sits down with Greg Valliere, Chief U.S. Policy Strategist of AGF Investments, to provide a brief overview of the current market conditions.

Matthew Evans & Lorenzo Pederzani provide some content on what has been a difficult start to the year for both bonds and equities.

Among those paying attention to the Investment Funds Institute of Canada’s monthly fund statistics report, the most recent sets of statistics from the months of April and May are likely to raise eyebrows.

Matthew Evans & Lorenzo Pederzani provide some content on what has been a difficult start to the year for both bonds and equities.

Dennis Mitchell's Starlight Private Global Infrastructure Pool

Having a good financial plan in the event of a critical illness is crucial.

No one wants to run out of money during retirement. That is why the most common question I get asked is, “do I have enough?”

Lorenzo Pederzani explains why communication is vital and how he's grown his book during the pandemic.