Keeping you in the know
From industry insights and investment reviews to market trends and community updates, when you visit this page, you’re guaranteed to stay informed.
We’ll bring you news and updates from the world of financial investing and insurance. We’ll break things down and include insights and information on how these changes might impact you, your family and your financial plans.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there? It's a good idea to check in with us, review your plan or make a plan.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to us here at Latitude Financial if you'd like to discuss your portfolio. We are help to help, mentor and create a healthy financial future for you. Connect with us today.
Invest with style to secure your retirement this RRSP season: Dale Jackson - BNN Bloomberg
Waiting for the market to recognize the value of an equity could take time, which makes value investing great for RRSPs because investments can grow sheltered from tax until they are withdrawn in retirement. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
5 parenting tips for blended families | Sun Life Canada
Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Number of Canadians worrying about their finances spikes to new high
The number of Canadians worrying about their day-to-day finances spiked to a new high in January, according to the latest reading from an ongoing survey of financial well-being. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Baby boomers are the happiest employees in the workplace: survey | Benefits Canada.com
The survey, which polled more than 1,200 workers, found generation Z (6.7 points) was the next happiest generation, followed closely by millennials (6.6 points) and generation X (6.5 points). Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Opinion: Don’t blame the boomers for the economy – they put in more than they take
Boomers continue to contribute more to the economy than any earlier generation. It is they who pressured governments some years ago to eliminate mandatory retirement at age 65. Today, they are working longer than the generation before them. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg
The Bank of Canada says it’s watching core inflation closely as it weighs when to cut rates, but a mixed bag of measures gives it options on timing and clouds the outlook for markets and economists. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg
A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings. Talk to your advisor Matt Ewonus at Latitude Financial for more information.
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? We can help you figure out what’s right for your unique situation. Call our team here at Latitude Financial to set up an appointment.
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.