Johnson Legacy Wealth Management
#310 - 1632 Dickson Ave V1Y 7T2 Kelowna, BC, Canada

Parting ways with a spouse can be stressful and challenging. Here are some tips to help you navigate the process.

If you own a lot of "Fixed-income" in your investment portfolio, we along with Warren Buffett, have a warning for you...

Around 40% of marriages in Canada end in divorce.* On top of the emotional toll, this major life event changes everything about your finances. Dividing your assets can have a big impact on your lifestyle. But it doesn’t have to derail you.... The sooner you take action, the better. We can help simplify all of it and make a new plan for your future. If you don’t know where to start, or even what questions to ask, don’t worry. Just give us a call to get started with Johnson Legacy Wealth Management. We put your interests first. www.johnsonlegacy.ca *(NetNewsLedger, Highest and Lowest Canadian Divorce Rates by Profession, (Mark-John O’Nions, 2018)

Check out our latest Tax Time infographic to help you find credits and expenses to reduce your 2020 personal tax bill.

"The investment promised to give interest back everyday that can either be withdrawn or reinvested." This investor would likely still have his $10,000 had he consulted with a financial professional for advice. https://www.castanet.net//Kelowna-man-loses-10-000-in-cryp

Communication and professional help is critical!

Raymond James Ltd. has been recognized as a 2021 Best Workplace for Women! At Raymond James, we are building an inclusive and diverse workforce that reflects o...ur values and the organization we want to become. Andrea Linger, AVP Practice Management and Head of the Women Canadian Advisors Network says she is proud to work for a company that has been focused on attracting, retaining and supporting the growth of our Women Advisors for over 26 years. We have created spaces for our women to grow professionally in a way that creates a feeling of community and belonging!

#ChooseToChallenge #IWD2021

The federal government says the changes to the Divorce Act are the first substantive amendments in 20 years.

High level market overview by David Burrows of Barometer Capital. https://barometercapital.ca//weekly-market-update-video-d/

Are you looking to travel somewhere warm this winter? But not sure about travel insurance and COVID-19? Manulife may have a solution for you... https://financialpost.com//1ab11355-b2c6-4a36-96e8-82df26/

May investors need advice, but are really just sold proprietary products. Under the guise of compliance and risk aversion, and doing the right thing for their clients, [banks] moved in favour of their own products....

Do you like cookies? Us too! But we don’t like the cookie-cutter approach to financial planning. Watch our new video to find out more! www.johnsonlegacy.ca

CRA has clarified that it will not impose late-filing penalties where a 2019 individual return or a 2019 or 2020 corporation, or trust return is filed late as long as it is filed by September 30, 2020.

Our focus as a firm is on the health and safety of our people, and also of our clients, Kahnert says. We want to make sure everyone is comfortable.

Elections can affect certain sectors in the short term, says CIO Larry Adam. But over a longer time horizon, factors like the economy, corporate earnings and national demographics matter more. https://www.raymondjames.com//does-the-president-impact-yo

Don't wait to get your tickets. 50/50 draw ends Thursday August 20!!

After making/saving enough to retire, the hardest part people have is actually staying invested. https://www.businessinsider.com/how-to-retire-early-invest-

Raymond James (NYSE: RJF) reported net revenues of $1.83 billion and net income of $172 million for the fiscal third quarter of 2020. View the results: https://go.rjf.com/309SAjT

Proud of helping raise $100,000 for local charities this year! https://www.castanet.net//Child-Advocacy-Centre-receives-6

In this edition of Trends & Ideas (T&I), we look into how AI, a technology that is evolving every day, is set to shape the future of our world and the ways to invest in such a transformative technology.

For anyone interested, here is a great high level market overview by David Burrows of Barometer Capital.

One of N.A. largest independent full service wealth management firms!