Resource Centre

Alterna Blog

Discover the good Alterna does in our communities and financial advice for all stages of life.

Subscribe to our Advice for Life Newsletter

Tips, trends & talk about money matters and you.

Newsletter
Advice for Life Spring 2024 Newsletter
By Alterna Team
March 26, 2024

As the summer season comes to a close, many Canadians are enjoying their last days at the cottage with their families. Sitting by the campfire and reflecting on the summer that has passed, thoughts may turn towards the cottage family legacy and the necessary steps to preserve this treasured asset for years to come.

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

Back-to-school shopping isn’t just about shopping for school supplies; it’s also the perfect time to plan for your child’s future. As parents, we’re constantly looking for ways to secure a bright future for our children. Alongside academic success, fostering financial literacy is important for preparing them for the journey ahead.

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.

While Canadians saw a brief pause in increases after over a year of rising interest rates, the Bank of Canada announced another hike in June. Our colleagues at NEI Investments released an update on the recent increase and the state of the Canadian economy.

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.