In this issue you’ll find market outlook, how to improve your financial well-being and so much more.

Statistically, women outlive men, which necessitates a well-thought-out financial plan to support them for a longer duration including planning for now, retirement, and wealth transfer to the next generation. At Alterna Wealth we are committed to helping women secure their financial future through expert advice, enabling them to embrace the opportunities that await with knowledge and inspiration.

Over the past decade, I’ve witnessed firsthand the transformative power of responsible investing in today’s financial landscape. In an era where profit and purpose are not mutually exclusive, it has become increasingly vital to partner with a specialist who can help you navigate the complex world of investments while staying true to your ethics and values.

Entering a second marriage or common-law relationship is an exciting new chapter in life. You need to be open from the beginning to secure your financial future together. Approximately 26% of Canadians find themselves in a second marriage or common-law relationship; these relationships typically come with additional financial considerations.

Rohit Mehta is not your ordinary entrepreneur; he has a deep-rooted desire to empower nonprofits and charities to create lasting impact in their communities. He firmly believes that these organizations drive positive change, tackling social issues head-on and transforming lives.

Registered Retirement Income Funds (RRIFs) can be a great source of retirement income for many Canadians. However, managing them effectively is important to ensure a comfortable retirement. 
We understand that minimizing the tax burden of RRIF withdrawals is essential for many retirees.