Insight Wealth Management Inc.
204 - 287 Lacewood Dr B3M 3Y7 Halifax, NS, Canada

When the weekly market analysis webcaster is broadcasting from Aruba ... and you’re not! For any clients still wondering, Aruba is obviously not in the cards for this winter. Looking forward to travel normalcy once again!

Happy last week of the 2021 RRSP season! If you're still someone who makes lump sum RRSP contributions, we HIGHLY recommend you switch to automatic monthly contributions. Easier on the budget, less stress and action with respects to deadlines, and you benefit from dollar cost averaging! (which reduces impact of volatility because you're purchasing on 12 different days' unit prices instead of one day's unit prices!) Contact us for more information.

Worst feed we’ve been served during a Fidelity Investments conference to date! Last in-person fund company conference was in Toronto, exactly one year ago today. None in the foreseeable future (and I’m more than ok with that). #alwayslearning #fromtheoffice

INSIGHT Wealth Management is now closed for the holidays, reopening Jan 4th. Urgent matters can still be dealt with by email or by leaving a voice message. Wishing everyone the very best during this time - See you in 2021!

Slowly making progress in the new digs - Feels really good to see all those bins empty!

A PEAK in-house employee survey produced words like this!

Our thoughts are with all the family, friends, and colleagues of the victims from this past weekend’s tragedy, as well with all the first responders that dealt and continue to deal with this awful situation. We are a close-knit and resilient province and we will get through this together.

Just a little humour during these crazy times! Our business is considered an essential service and therefore will remain open to serve our clients unless the government shuts everything down, including essential services. Nathalie and Rémy are working from home and Lynnette continues to work from the office, alone. Regardless of the fact that we’ currently in post travel self-isolation, we would like to keep her safe and germ-free by not coming into contact with anyone else..., unless absolutely necessary. We ask for your cooperation in this matter and if you need to go to the office, please call to let her know ahead of time 902-455-4914 Ext 1. Hoping you are all staying safely at home. For all of our clients who are also essential workers and especially the front-line medical staff, we salute you all. Community heroes!

Now in his 51st year in the business, Rémy Richard is obviously passionate about financial planning and helping his clients succeed. After moving to Canada from Switzerland in 1967, he quickly started in the industry and never looked back, building a wonderful business and legacy. His time in the office is limited these days but if you catch him here, it’s because he still loves coming!

Administrative assistant Lynnette MacMaster has been our office’s front line for over 23 years! If you need to book an appointment or have administrative queries, she’s your gal. (And if you want to get on her good side, just mention how much you love her native Cape Breton )

Another RRSP season has come and gone! Remember ... if you're one of those people that do your annual RRSP contribution by lump sum payment, you should consider regular payments throughout the year instead. Monthly, bi-monthly, weekly ... whatever suits your budget. Not only is it easier and less of a stress to meet a strict deadline but you will also benefit from dollar-cost averaging throughout the year! Ask us about our easy process to get things started.

You may find it tough to say no to family members or even friends in need but be sure to read this advice - better safe than sorry.

Certified Financial Planner Nathalie Richard graduated with her Commerce degree from Dalhousie Univeristy in 1997 and immediately jetted off to Toronto to work at the head office of a large mutual fund company. While she dipped into a couple of exciting lifestyles since that time, she's spent the better part of the last 23 years in the industry, in different parts of the country. Nathalie returned to her Halifax roots in 2010, and she's here to stay! If you're also a Dal Alumnus, flip to the back page of the fall 2019 magazine and you might spot a feature on someone you know!

Tax season can be the most challenging time of the year if you don’t plan. Don’t leave it to the very last minute.

One-in-four seniors are worried about running out of #money. Take stress out of the equation later in life by building a financial plan.

Make sure your financial planner practices all eight!

https://blog.wealthbar.com/the-abcs-of-an-resp/amp/

https://blog.wealthbar.com/finance-101-how-rrsp-works/amp/

At a certain point in retirement, you may need help with day-to-day activities. Here’s how to ensure you’re financially prepared. #SeniorsMonth

Many Canadians dream of being active in retirement, with plenty of travel, golf and socializing. But can you afford to do it all? #SeniorsMonth