Wiltshire Financial Management Inc

Lunch & Learn 🥪

Join us for an “old fashioned” in-person Lunch & Learn focused on the Keys to a Successful Retirement. Designed for those approaching or already in retirement, this informative and welcoming discussion will cover important considerations for building confidence and clarity in your retirement years.

📍 237 Brownlow Ave. (upper lobby near the big windows)
📅 Thursday, May 21
🕛 12:00 PM (Noon)

Feel free to bring a friend who may benefit from the discussion!
Kindly RSVP by contacting [email protected] or [email protected].

Don’t miss this amazing amazing Ukrainian concert this Sunday!

A Second Opinion for Your Retirement Plan?

Why would you need a second opinion? Maybe your advisor is complacent and is no longer updating your retirement plan or providing fresh perspective? Maybe it’s your financial institution who has forgotten about you? Well, we have made it very easy for you! We have created the Retirement Readiness Assessment, an easy to use tool that takes about 5 - 7 minutes. It’s proven to be an invaluable self-evaluation resource for both individuals and couples. Moreover, it has emerged as a constructive platform for couples to engage in meaningful discussions about their respective goals.

As a financial planner, it's crucial for me to understand what truly matters to my clients. When working with individuals or couples, it’s beneficial for them to complete the Retirement Readiness Assessment independently, free from any influence. By comparing their responses, we can delve into more meaningful and enriching conversations. It’s a great beginning for a strong relationship!

Reach out today for a free copy of a Retirement Readiness Assessment www.wiltshirefinancial.ca or 902-404-8410

Watch your money like a hawk! You will likely build wealth quicker with the millionaire mindset. Like successful business owners, they spend efficiently, don’t waste money and monitor cashflow religiously. Unfortunately, many high (and lower) income Canadians have extraordinarily high expenses and are not tracking their expenses regularly.

The research is clear; over 85% of millionaires between $3 and $15 million surveyed, attribute strict budgeting and cashflow management as a big reason for their financial success. “Be the pilot in your wealth journey, not the passenger.” (Jim Kwik)
[email protected]

An executor can get into some real snags with the estate if they are not keeping good records and receipts of their expenditures.

The Canada Revenue Agency defines fair market value as: "The highest price, expressed in terms of money, that a property would bring, in an open and unrestricted market, between a willing buyer and a willing seller who are both knowledgeable, informed, and prudent, and who are acting independently of each other."

There are costs associated with being named Executor of someone's estate. This is something to consider. Your time is valuable!

As the Executor, these are some potential legal fees and problems you may face.

This week we'll be sharing some potential fees and problems that may arise with estate planning. We discussed these and some helpful solutions in our May Webinar/Discussion Group: Estate Planning Made Easy.