Avail Wealth

The beginning of a new year is the perfect opportunity to set yourself up for financial success. Here are three smart steps you can take to make sure your money is headed in the right direction for the year ahead. Visit bit.ly/4j7FRoy to learn more.

Your taxes are done and you're getting a refund this year, but what should you do with that money? Our financial planning experts at Avail Wealth have compiled five strategies to help you maximize the return on your refund. Visit bit.ly/3xVp7O2 to learn more.

Our estate planning experts are offering FREE estate planning seminars in Pincher Creek and Fort Macleod on September 26 and October 4. Visit bit.ly/3EKwQPa for more information.

This free webinar is focused on answering one of the most frequently asked questions investors have today, "My investments are down and the market is volatile. Should I stay invested in the markets?". Visit bit.ly/3urnQt7 to learn more.

Now that children are back in school, it's time to start thinking about saving for their future education. Here are 3 reasons why opening an RESP (Registered Education Savings Plan) is a great way to do that. Visit bit.ly/3AdOnLW to learn more.

If you were fortunate and received a tax refund this year, our Wealth Management expert, Tyler Brack, outlines what you should do with that money, what you could do with it, and he also covers what you probably want to do with it. Visit bit.ly/3ona5rP to read more.

After a volatile year for markets, it's time for a free portfolio review.

Our high-level review will provide valuable recommendations on how your portfolio can be best positioned to meet your specific financial goals and objectives.

Learn more here bit.ly/3sZs5cT

Take a look back at 2020 with Peter Lieu, the Chief Investment Officer of our strategic partner, WealthCo, and learn more about the way forward in 2021.

www.wealthco.ca/post/as-the-world-turns-looking-back-at-2020

A personal message from our CIO. As the World Turns — Looking back at 2020.