Juana Baldwin Assante

The World Cup reminds us that success under pressure comes from preparation, discipline, and staying focused on the long game. The same principles apply to investing and your financial plan! If you have questions about your portfolio, let's meet to review your plan!

Click to read amazonaws.com

Three years ago, people thinking about buying their first home got a new way to save money and taxes. The First Home Savings Account (FHSA) lets you grow and withdraw money tax-free, and also comes with a tax deduction for contributions. Learn strategies to help you make the most of your FHSA.
https://ow.ly/niqR50ZiFPU

With a hot Winnipeg weekend coming our way - what are your favorite close to home weekend getaways? Gimli, Winnipeg Beach, Lake of the Woods, Hecla, Pinawa... https://livesocial.seismic.com/aJiowx

How do world events affect investment markets? Investing would be so much easier if there were one simple answer. The truth is, sometimes there's no effect, sometimes there's a short-term correction, and sometimes recovery takes a long time. Here's why the best course of action is to stick to your financial plan.
https://ow.ly/vphe50ZgSMe

Happy Canada Day

Well enjoying the warmer Summer weather and sitting on the patio, are you chatting about where you next plan to travel?

Tourist hot spots where the Canadian dollar goes way further than in the U.S. dailyhive.com

What if the are looking beyond today's headlines? We have higher oil prices, higher inflation risks and higher geopolitical uncertainty. Yet remain surprisingly resilient. Markets are noticing the news but they're interpreting it differently. Read more to understand the disconnect and what it could mean for your portfolio. https://ow.ly/Cqor50Zgqlv

Parents with a new baby often have very little time or energy to focus on wealth planning. That said, there are some areas it's important to address early in a child's life, including considering life insurance, updating your will and saving for education. Here are ideas on how to start managing these to-dos without feeling overwhelmed. https://ow.ly/FBMK50YO9CS

I am grateful to have had a few days away at our annual WOW event! Sharing stories, learning from colleagues and enjoying some extraordinary meals! We were lucky to be joined by Chantel Chapman from the Trauma of Money, along with hearing stories, and strategies from industry leaders and likeminded advisors! Thank you to my WOW family for another successful event! Can't wait until next year!