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.
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take time, which makes value investing great for RRSPs because investments can grow sheltered from tax until they are withdrawn in retirement.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.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? The team here at Latitude Financial is here to discuss what life insurance might be right for you. Reach out to our office to have that chat with one of our advisors, we are here to help protect you and your loved ones.
5 financial tips every new parent needs
Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.
What is ESG and is it a good option for your portfolio?
Do you want to grow your money and invest in a sustainable future? You can do both with investment options that use ESG factors. Here’s how it works....
How much does it cost to own a home?
Whether it’s a bungalow, condo or duplex, buying a home is a huge accomplishment. But owning a home is also a significant financial responsibility.
4 ways to reduce stress with self-care
Feeling stressed over talk of recession, inflation, interest rate hikes, market volatility, and more? Visit sunlife.ca to see how self-care can be a stress...
Do you need life insurance when you’re retired?
Do retired people need to keep their life insurance, or even buy more? Visit sunlife.ca to find out why the answer could be “yes.”
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list....
What should Gen Z expect in a recession? We make it make sense
Gen Z students and workers shouldn’t panic, but it’s never a bad idea to have backup plans and look into saving for emergencies. Here’s how you can prepare.
Posthaste: Canada no longer among best countries for retirement in one of worst years ever to retire
Canada drops out of ranking of top 10 best places for retirement...
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.