Matthew Sears
@_MattSearsCFP®, CFA, helping clients reach their financial goals through comprehensive financial solutions.
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A few have asked to see a copy of a presentation I gave a while back on the #FHSA as it was a deep dive. Here it is! The only thing to note is that you can now use both the HBP and the FHSA at the same time whereas at the time I gave this it was understood you could not.. link 👇
cwbank-1.wistia.com/medias/4u2xske… (do yourself a favour and listen at 1.25x speed or greater as I speak slowly)
Ryan and Tracy weigh their pension options in the face of early retirement /via @globeandmail theglobeandmail.com/investing/pers…
My latest Financial Facelift - Can Neil and Norma achieve their retirement dreams by downsizing? Via @globeandmail theglobeandmail.com/investing/pers…
In the spirit of Thanksgiving, we want to express our heartfelt gratitude to our clients, partners and team members. As we count our blessings, some of our team members are taking this opportunity to share their stories of gratitude. Watch the video for their inspiring insights.
An innovative way to solve your family cottage dilemma.tewealth.com/an-innovative-…
Things are changing fast with the scope, pace and cost of government support programs for Canadian businesses. Here are some high-level updates on these programs from @Wealth_Man ow.ly/dMXu50AHvO4
Friendly reminder for Canadian snowbirds who have spent significant time in the USA in 2017, 2018, and 2019.... your Closer Connection filings (Form 8840) are due on July 15th this year (normally June 15th)... don't miss the deadline!
Steven Belchetz, SVP Business Development & Client Relationships, CWB Private Investment Counsel has published a new commentary "Should I stay or should I go? Stock recovery in Q2" tewealth.com/should-i-stay-…
Jack Jamieson, Vice President, Indigenous Services, shares how T.E. Wealth helps Indigenous communities across Canada. Watch the 2 min. video here: lnkd.in/dCtFmhH
OPP warn of CERB scam ca.finance.yahoo.com/news/opp-warn-… via @YahooFinanceCA
Weeks where decades happen... a new commentary by Lieh Wang, CIO. ow.ly/OgNh50zM8tm
Check out my latest Financial Facelift - Can Miranda move to Ontario, incorporate her business and retire at age 65 while meeting spending goals? /via @globeandmail theglobeandmail.com/investing/pers…
I was interviewed by @WealthProCA Magazine recently on our firm's highly involved approach to client tax planning, and on some of the tax developments that arose from this year's Federal Budget. Here is the article, which can also be found in Wealth Professional edition 7.10
You have cap gains but no losses to offset? Your spouse has losses? Or vice versa? If you want to transfer capital losses from you to your spouse, or your spouse to you, you have to start the process in the next week to get the losses on the preferred tax return in calendar 2019.
My recent blog inspired this excellent @JonChevreau article in the @financialpost .. The OAS clawback ceiling isn't as firm as you thought — and here's how you can take advantage business.financialpost.com/wcm/08fe39b9-2… via @nationalpost
My latest Financial Facelift in the Globe - Can this couple retire in January without running out of savings? /via @globeandmail theglobeandmail.com/investing/pers…
Check out my latest Financial Facelift in the Globe and Mail - Retirement has taken on urgency for this couple. But can they do it? /via @globeandmail theglobeandmail.com/investing/pers…
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Who to follow
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CWB Wealth
@CWB_Wealth -
Matthew J. Ardrey
@MattArdreyCFP -
Brad Wigard Financial Solutions Inc.
@BradWigardSL -
Terry Ritchie
@tfritchie -
Cameron Smith
@CamSmithD -
Scott McKenzie
@Wealth_Man -
Nicholas Miazek
@miazekCFP -
Marcy Ages
@MarcyAgesCFP -
Candace Loughran
@CdnCandace -
John Stocking, 🐆Financial Panther, IBS
@j_stock_
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