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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
As Matt Wilhelm embarks on retirement, our Century Group team would like to express our deepest gratitude for his years of service, leadership and contribution to our organization.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
As Matt Wilhelm embarks on retirement, our Century Group team would like to express our deepest gratitude for his years of service, leadership and contribution to our organization.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
Over the past 34 years as an advisor, Matt has built a practice focused on establishing trust and long-standing relationships with Clients. Under Matt’s guiding principles, Century Group formed in 2008. As we move forward, our team will continue to be here to support Clients with the same level of commitment, transparency and responsiveness. Matt’s vision and lasting impact with Clients, our partners and our team, will be the driving force of our company for years to come.
Please join us in congratulating Matt on his impactful and inspiring career, and his service to our community and company. Wishing him all the best in this next chapter.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
This week, at our annual Century Group holiday lunch, one of our outstanding team members, Tawnya Swartzentruber, received the Chris Moore ‘YOU ROCK’ award. This award was established three years ago to honour our late partner, Chris Moore. The award represents someone with exceptional customer service and dedication to being a team member—characteristics that exemplify the spirit of this award. Congratulations, Tawnya, for being selected as the 2025 recipient, as selected by your fellow team members.
This week, at our annual Century Group holiday lunch, one of our outstanding team members, Tawnya Swartzentruber, received the Chris Moore ‘YOU ROCK’ award. This award was established three years ago to honour our late partner, Chris Moore. The award represents someone with exceptional customer service and dedication to being a team member—characteristics that exemplify the spirit of this award. Congratulations, Tawnya, for being selected as the 2025 recipient, as selected by your fellow team members.
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
How to make retirement savings last
“How do I create a stable, tax-efficient income after I retire? How do I create enough income to last my whole lifetime?”
This article looks at 3 ways to help make your retirement savings last and factors to consider.
https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/three-ways-to-create-income-for-your-retirement/detail
This article looks at 3 ways to help make your retirement savings last and factors to consider.
https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/three-ways-to-create-income-for-your-retirement/detail
Turning 71 this year? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 this year? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
What every woman needs to know about investing
Empower yourself with easy-to-understand resources and learn more about the financial industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Our team is excited to share that as of January 1, 2025, Shane McFadden leads our practice as President, Century Group Financial Solutions.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
Our team is excited to share that as of January 1, 2025, Shane McFadden leads our practice as President, Century Group Financial Solutions.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
Shane has been an advisor since 2004 and built his practice around upholding customer service excellence. In addition, Shane oversees our legal responsibilities and leads our investment research team. With this change, you will continue to receive the same customer service, trust and respect you expect from our team.
Please join us in congratulating Shane as we celebrate this new chapter.
How much do Canadians need to save per year for retirement?
Dive into expert insights on building and preserving wealth in today’s economic landscape.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
FP Answers: Which assets require probate and is there any way to reduce these costs?
Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.