WK Financial Planning Ltd.
208 Ontario St. N5A 3H4 Stratford, ON, Canada

A Letter to Our Clients https://wkfinancial.ca//like-a-good-coach-a-letter-to-our-

https://wkfinancial.ca//finances-for-freshman-how-to-prepa Seeing your child head off to college for the first time is a feeling like no other. Working with your child to understand the financial responsibilities independence brings is a crucial step in preparing your kid for college. Below are a few ways in which you can work with your child to help them understand the impact healthy financial decisions can make on their time in college.

What is there to be gained by a remote work schedule other than comfortability? Are there any actual financial advantages? The answer is yes! Check out the five ways in which remote work may actually give you more financial freedom. https://wkfinancial.ca//coronavirus-and-beyond-5-financial

Wishing everyone a happy and safe long weekend, from everyone here at WK Financial Planning. Just a reminder, our office will be closed on Monday, September 7th.

The school year will look a little different this year. As you start a new school year, now’s the perfect time to reassess your current debt and payback strategy. Check out this article on three financial considerations every educator needs to make.

The school year will look a little different this year. As you start a new school year, nows the perfect time to reassess your current debt and payback strategy. Check out this article on three financial considerations every educator needs to make.

The Capital Market Strategy team at Manulife Investment Management, shares their market outlook for the remainder of 2020 and into 2021. Learn more about their forecast of a recovery.

Life insurance is an important part of your financial plan. This article will show you what is important when choosing a policy. Our advisors at WK Financial Planning, are here to help you choose a policy that fits into your financial plan and ensures that you and your loved ones are taken care of. https://wkfinancial.ca//5-things-to-look-for-when-choosing

Happy Civic holiday. We hope everyone is enjoying their holiday weekend. From everyone at WK Financial Planning, stay safe and enjoy this time outdoors making lifelong memories.

Listen in to the private wealth podcast for an update on the road ahead, amidst COVID-19 Manulife Investment Management’s Frances Donald, Chief Economist & Head of Macro Strategy, who provides a market update and insight on navigating the next chapter of COVID-19, and Jamie Robertson, Senior Portfolio Manager, Head of Asset Allocation, who puts into context the short-term volatility we are currently experiencing and the impact it has on investors’ long-term savings’ goals. https://wkfinancial.ca//latest-private-wealth-podcast-feat

Listen in to the private wealth podcast for an update on the road ahead, amidst COVID-19 Manulife Investment Managements Frances Donald, Chief Economist & Head of Macro Strategy, who provides a market update and insight on navigating the next chapter of COVID-19, and Jamie Robertson, Senior Portfolio Manager, Head of Asset Allocation, who puts into context the short-term volatility we are currently experiencing and the impact it has on investors long-term savings goals. https://wkfinancial.ca//latest-private-wealth-podcast-feat

At WK Financial Planning, our advisors provide more than just advice. They create life long connections with clients. They are with you every step, through lifes ups and downs. https://wkfinancial.ca/n/advisors-do-that-or-the-farm-video

Market update 2020: The potential good news is that the worst is likely behind us. Social distancing measures, travel restrictions and a better resourced health care network mean were better prepared for potential future outbreaks of COVID-19. But the economic recovery will be gradual as we reemerge slowly and adapt to the new normal. https://wkfinancial.ca/news/market-update-q2-2020

Market update 2020: The potential good news is that the worst is likely behind us. Social distancing measures, travel restrictions and a better resourced health care network mean we’re better prepared for potential future outbreaks of COVID-19. But the economic recovery will be gradual as we reemerge slowly and adapt to the new normal. https://wkfinancial.ca/news/market-update-q2-2020

The uncertainty surrounding University and College enrolment is weighing on the minds of many. For new or current students, it can be a tough decision to make. This article outlines the ways to make the best decision possible amidst all the uncertainty. Although it speaks largely about schools in the United States, we are still facing the same unpredictability surrounding school right now in Canada. https://wkfinancial.ca//fall-2020-the-uncertainty-surround

From a 2,997-point rout in the Dow to two 9% single-day rallies in the S&P 500, the 2020 stock market has served up a raft of tantalizing sessions for would-be market timers. Hours came and went in which whole years could be made or lost. But for all the dizzying turbulence, its worth noting that the S&P 500 is nearly flat for anyone who sat tight and held through the chaos. Mistakes stand out in an environment like that -- the back-breaking costs of even a few wrong moves in a market as turbulent as this one. Maybe volatility is the time for active managers to shine, but the downside of getting it wrong has rarely been greater. https://www.bloomberg.com//the-cost-of-bad-market-timing-d

From everyone at WK Financial Planning, Happy Canada Day. Stay safe!

Join in for a virtual Canada Day celebration from the comfort of your home!

Living healthy is more achievable when you have a little bit of guidance. Manulife Vitality gives you the steps you need to live healthy while earning rewards. Reach out to us at WK Financial Planning, to see how Manulife Vitality can get you back on track. Manulife Vitality is a program that helps you make little changes today that will have a real effect on your health tomorrow. To learn more, visit Manulife.ca/Vitality... https://youtu.be/EZIk3ym-WXw

Happy Fathers Day to all of the wonderful, dedicated Fathers in our lives. We are so thankful for everything you do.

Our lives are full of constant twists and turns, especially when it comes to finances. From starting your first job to buying your first home. Possibly a parental or personal leave and eventually retirement. Just when you think you have your plan set in place, life throws a curve ball. These plan adjustments are all part of our ever changing and evolving financial and personal journeys. Let us help guide you through these times with a personal plan that works for you, your family and your long term goals. Our advisors are always here to help and take pride in alleviating worry in times of stress, and celebrating your personal and professional achievements. We are here for you through the ups and downs and everything in between. https://wkfinancial.ca/ne/your-ever-changing-financial-path

When it comes to your health, a little can do a lot. Manulife Vitalitys insurance program offers a variety of ways to learn about and improve your health. It makes it easy to achieve your goals. Ready to start your journey towards a healthier life and earn rewards along the way? Talk to your advisor to learn how. https://wkfinancial.ca/news/invest-in-yourself

Whether you are an informed investor or a beginner, working with an advisor can take the emotion out of investing to focus on your overall goals. https://wkfinancial.ca/news/be-aware-of-your-behaviour

Protect the healthy lifestyle youve worked hard to build. https://wkfinancial.ca/ne/hot-yoga-superfoods-and-insurance

Effective tax planning ensures your money is working for you. https://wkfinancial.ca/news/dont-celebrate-a-tax-refund

How to manage stress related feelings surrounding investments during uncertain times. https://wkfinancial.ca//investments-keeping-you-up-at-nigh

With many of us working from home during the pandemic, it is easy to get distracted or become lenient with security measures surrounding emails etc. Now more than ever, it is important to remain vigilant with keeping sensitive information safe. This article outlines some great safety tips to follow. https://wkfinancial.ca//top-cyber-security-tips-to-utilize

An interesting topic, as we manoeuvre our way through these uncertain times. When life feels complicated, having a knowledgeable and objective second opinion can help a great deal. https://wkfinancial.ca//how-your-belief-systems-shape-inve

Happy Mothers Day to all of the wonderful Mothers out there. Thank you for everything you do!

For those struggling financially, the immediate question becomes - What should we be doing now to begin recovering from this? We are here to answer any questions you may have. Whether it is a zoom chat, email or phone call, reach out to your financial advisor for any concerns you may have. https://wkfinancial.ca//economic-impact-of-covid-19-3-next

Great tips for a Monday. https://wkfinancial.ca//working-remotely-7-tips-for-making

Tip#1 is a big one! https://wkfinancial.ca//staying-strong-8-ways-to-manage-yo

A sad reality that we are facing. This article provides some tips to keep you and your family safe. https://wkfinancial.ca//protecting-yourself-and-loved-ones

We are all missing our favourite local shops and restaurants. Here are some ways we can support them, while still doing our part by staying home. https://wkfinancial.ca//how-to-support-local-businesses-du

April 16, 2020 Focusing on health and wellness during tough times. These are strange times for all of us, with plenty of worry to spare. And all this anxiety can affect our physical, emotional, and mental health. While our focus is to help you stay on track with your financial goals, we care about how you and your family are holding up.... We all know the key ingredients of staying healthy are eating well, exercising regularly, and getting enough sleep. If youre struggling to stay positive during these times, here are some things that can help. Technology can help us get through self-isolation. Netflix and other streaming options enable you to catch up on some of your favourite shows. Skype or FaceTime make it easier to stay in regular contact with family and friends. And sharing jokes or funny stories can be cathartic-laughter is truly great for the soul. Exercise, like laughter, releases those feelgood endorphins and is one of the best stress relievers around. Even a 10minute walk can help alleviate anxiety and pump oxygen to the brain. If you prefer something more instructive, there are plenty of online classes or exercise videos on YouTube to try. Another positivethe weather is improving, meaning we can finally get outside. Gardening can be therapeutic, and studies have shown that fresh air and getting out into nature can calm nerves and help reduce blood pressure. If youre having trouble sleeping, a calming bedtime routine, such as meditation or a good work of fiction can help you get some decent shut eye. And last but not least, whether you have questions about the markets or your investments, or just want to share a story, we are here to talk. Regards, WK Financial Planning

A great article for investors during this time. https://wkfinancial.ca//the-way-forward-making-sense-of-th

Just a little something to start your week. Meal prep is so important. Especially now, when going to the grocery store multiple times is not an option. Meal prepping at the beginning of the week can save you time and money. Here is a simple recipe for a quick hassle free snack.

From everyone at our office, have a safe and happy Easter.

For parents of school aged children who are having a hard time understanding what is going on right now. It is hard to explain to kids that they cant go outside and play with their friends, especially now that it is warming up outside. Here is an activity book to help ease any stress or frustration kids might be feeling during self isolation. Credit to LONG Creations

Whether you have questions about the markets, or your own investments and financial strategy, we want to remind you that we are here for you. https://wkfinancial.ca//lets-keep-the-lines-of-communicati

At trying times like these, a simple reminder of whats important can go a long way in calming nerves. http://business.financialpost.com//during-trying-market-ti

An update on where we are so far in 2020 and how to focus on long term goals during the COVID-19 outbreak. Remember to reach out to your Advisor directly, if you have any questions or concerns. They are still working for you over the phone, through email or Skype. https://wkfinancial.ca/news/2020-what-we-know-march-12-2020

Great advice here. But ignore 10. Many of us are doing this for free right now. Feel free to call any time. 800-509-8913. http://shannonleesimmons.com/how-to-survive-a-financial-em/

Despite all of the heaviness of what is going on in the world right now, it is so humbling to see complete strangers helping others in our community. Watching the posts on Facebook of people who are donating items to those in need, or posting kind words to help brighten someones day, really shows just how much we are all connected. Remember we are in this together and that there is a light at the end of the tunnel.