Precision Wealth Management

Cheers to 2025! 🥂 Wishing you a year of health, happiness, and financial peace of mind. #NewYear

Spreading holiday cheer! 🎁 Our team participated in the Angel Tree Program hosted by the District 69 Society of Organized Services. We delivered a sleigh-full of gifts and a $1,000 donation to help make the season brighter! A huge thank you to everyone who contributed – your generosity makes a difference! 💝 #HolidaySeason #Donation

'Tis the season to 𝘪𝘯𝘷𝘦𝘴𝘵 in joy, 𝘴𝘢𝘷𝘦 moments with loved ones, and 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘺 your holiday cheer! 𝗛𝗮𝗽𝗽𝘆 𝗛𝗼𝗹𝗶𝗱𝗮𝘆𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝗣𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝘁𝗲𝗮𝗺!⛄️ #HappyHolidays

Here are two quick capital gains tax strategies to consider before the year ends. 1️⃣ Spread out gains Transferring property? Use a capital gains reserve to spread the tax over several years and lock in a lower rate. 2️⃣ Crystallize wins Sell and repurchase winning investments to lock in today’s lower inclusion rate and reduce future tax exposure. Want to explore these strategies? Read our latest Live Wealthy Blog: https://bit.ly/49QRv2F #Taxes #FinancialPlanning #LiveWealthyBlog

We are thrilled to announce that Jake Steele, CIM® is now officially registered as a Portfolio Manager with Q Wealth Partners! Jake is passionate about understanding his clients' unique financial situations and ensuring they feel informed and confident. As he puts it, “𝘈𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘦𝘥 𝘢𝘯𝘥 𝘦𝘯𝘨𝘢𝘨𝘦𝘥 𝘤𝘭𝘪𝘦𝘯𝘵 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘳𝘦𝘢𝘥𝘺 𝘵𝘰 𝘸𝘦𝘢𝘵𝘩𝘦𝘳 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘮𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵, 𝘴𝘵𝘪𝘤𝘬 𝘵𝘰 𝘵𝘩𝘦 𝘱𝘭𝘢𝘯, 𝘢𝘯𝘥 𝘴𝘵𝘢𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘦𝘥 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘭𝘰𝘯𝘨 𝘵𝘦𝘳𝘮.” This achievement will further enhance the client experience, reinforcing Jake's commitment to delivering exceptional guidance and support. Join us in celebrating this fantastic achievement—cheers to Jake! 🥂 #PortfolioManager #Achievement #Milestone #PrecisionWealth

Why wait for January to start planning? Taking a little time now can make a big difference in how you kick off the new year. Here are some questions to ask yourself: 🔹Did any major life events in 2024 impact your financial plans? 🔹Have your spending habits shifted, and do they align with next year’s goals? 🔹Did unexpected expenses occur this year that reshape how you’re preparing for 2025? If these questions are on your mind, we’re here to help. Reach out today to start preparing for a strong start to 2025: https://bit.ly/4faka3S #YearEnd #FinancialPlanning #Holidays

Dreaming of your first home? 🏡💭 If you’ve opened a First Home Savings Account (FHSA), here’s a tip: unlike other accounts like TFSAs or RRSPs, unused room doesn’t roll over the same way. You can only carry forward up to $8,000 each year, with a lifetime cap of $40,000. Maximize your contributions now to avoid missing out on tax-free growth — every dollar counts toward your future. 💰✨ And remember, every step you take today brings you closer to your dream tomorrow: https://bit.ly/4iilVif #FHSASavings #LiveWealthyBlog #FinancialFreedom

Navigating life with Dementia brings fear, confusion, and memory loss for those affected, while their loved ones face heartbreaking and emotional challenges. An estate plan is essential to effectively prepare for dealing with cognitive decline, providing a blueprint for financial decisions and safeguarding your assets. By sharing your wishes with a trusted advisor, they can protect and guide your finances, even if your health deteriorates. Read the Live Wealthy blog to learn more: https://bit.ly/3Z3PnQk #EstatePlanning #Dementia

With market volatility returning, there’s renewed debate over the impact of mega-tech stock concentration and high valuations on future equity gains. 📉 However, history shows that market concentration is not uncommon. And while valuations have grown, corporate earnings continue to drive stock market returns over the long term. Read this week’s Live Wealthy Blog to explore the key factors influencing market performance and what it means for your portfolio: https://bit.ly/4fX1cyI #MarketTrends #StockMarket #Investing #LiveWealthyBlog

November is Financial Literacy Month in Canada, a perfect time to reflect on your financial knowledge and identify areas for improvement.💡 Effectively managing your finances can feel complex, but it's never too late (or early) to learn more. In this blog, we’ll cover the basics of financial literacy and share helpful resources—keeping it light along the way! Read the Live Wealthy Blog: https://bit.ly/3Oh76im #FinancialLiteracyMonth #FinancialLiteracy #FinancialKnowledge