Insight Wealth Management Inc.

Nathalie has just returned from PEAK’s annual National Conference in Mont Tremblant.

Always lots to learn, great networking with peers, and now excited to implement some of PEAK Financial Group’s new and improved technology!

Two away conferences in the same week makes for a very busy schedule BUT … it’s important to stay informed. Powering through the last 24 hrs of PEAK’s 2024 national conference in Ottawa!

2023 PEAK Financial Group - Club Excellence.

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🥇 Une nouvelle fois, et pour la troisième année consécutive, nous sommes heureux d'annoncer que nous avons obtenu la #première place du classement national des courtiers d’Investment Executive dans la catégorie des courtiers de plein exercice et en épargne collective ! 👏 Nous ne pourrions être plus fiers des progrès remarquables que nous avons accomplis au fil des ans. Cette réalisation reflète le dévouement de notre réseau de conseillers et de nos employés talentueux. Nous vous remercions de faire partie de l’aventure. 🙏 Votre confiance et votre soutien nous poussent à atteindre de nouveaux sommets année après année. Voici de quoi célébrer le succès, adopter l'#innovation et continuer à propulser la qualité de vie des gens grâce à une meilleure utilisation de leur argent ! #Merci - 🥇 Once more, for three successive years, we are pleased to announce that we've secured the #1 position in Investment Executive’s national Dealers’ Report Card in the Full-service and Mutual Fund Dealer Category! 👏 We couldn't be prouder of the incredible progress we've made over the years. This achievement reflects the commitment of our talented network of advisors and employees. Thank you for being a part of our journey. 🙏 Your trust and support drive us to reach new heights year after year. Here's to celebrating success, embracing #innovation, and continuing to propel people's quality of life through better use of their money! #Thankyou #PEAKFinancialGroup #GroupefinancierPEAK #PEAKexperience

🌟 Let’s give it up for Nathalie Richard — strong feminine power at its finest.

When off the clock, Nathalie is a passionate car racer. The constant adrenalin and teamwork involved in her hobby is what keeps her fulfilled, not to mention the challenges she may face given Mother Nature’s sudden changes; her determination and perseverance is what allows her to push through and cross the finish line at a speed of 220 km/hr on gravel roads! Whoa! 😍

“You know, when you did an excellent job, it feels pretty darn good,” Nathalie states, and we could not agree more. Nathalie discovered her love for racing in her early 20s when watching her brother compete. She was instantly inclined to give it a go and has been hooked ever since.

As a result of her rally accomplishments, she holds several North American records and has been inducted into the Canadian Motorsport Hall of Fame. “Although my career and sport are both in male-dominated fields, which I've received many comments about, it is not something that deters me. Instead, I use it to fuel my determination and accomplishments.

It often takes a pretty strong character to be that kind of woman and anyone who knows me well, knows that I have just that. I’m proud that my parents raised me to be strong and confident, to use my voice and fight for what I believe is right”.

✨Nathalie feels fortunate to be able to run her own at PEAK while still having the to do what she loves. “Work hard, play hard” she says is her life motto.

We love hearing about PEAK advisors’ off-duty passions and strongly believe in flexible careers to pursue what you love on and off the clock.

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🌟 Applaudissons Nathalie Richard, la force féminine dans toute sa splendeur.

En dehors des heures de travail, Nathalie est une pilote de passionnée. L'adrénaline perpétuelle et le travail d'équipe qu'implique sa passion sont ce qui lui permet de rester épanouie. Sa détermination et sa persévérance lui permettent de se dépasser et de franchir la ligne d'arrivée à une vitesse de 220 km/h sur des routes de gravier! 😍

Nathalie a découvert son amour pour la course début vingtaine, en regardant son frère concourir et est accro depuis ce temps.

Elle détient plusieurs records nord-américains et a été intronisée au Temple de la renommée du sport automobile canadien. « J'ai reçu de nombreux commentaires sur le fait que ma carrière professionnelle et mon occupation sportive sont toutes deux dans des domaines majoritairement masculins. Ce n'est pas quelque chose qui me décourage, mais que j'utilise plutôt pour alimenter ma détermination et mes accomplissements. »

✨Nathalie se considère chanceuse de pouvoir diriger sa propre chez PEAK tout en ayant la de faire ce qu'elle aime. « Travailler dur et s’amuser tout autant » est sa devise de vie.

Chez PEAK, nous croyons fermement aux carrières permettant de poursuivre ce que l'on aime pendant et en dehors des heures de travail.

We are now closed for the holidays and will be reopening on the morning of January 3rd. All the best to you and yours. See you in 2023!

It was presumed … but now confirmed. The TFSA contribution room for 2023 will be $6,500, for a total lifetime contribution amount of $88,000 (assuming you were 18 yrs old in 2009 and lived in Canada since 2009).

The annual TFSA contribution room was $6,000 for the last four years. Seeing as the increases are based on inflation, next year’s increase comes as no surprise.

CRA announces TFSA limit for 2023 | Investment Executive Inflation leads to big jump in tax bracket thresholds as well

Thankful for family, friends, and if we don’t say it enough … our clients.

Happy Thanksgiving!