Resources
News
Stop Waiting for the “Right Time” to Make a Change
Friday, February 2, 2024 - Harvard Business Review
When contemplating a new career path — or any kind of professional change — we often find ourselves inventing reasons […]
5 Habits Shared by the Most Successful Leaders
Monday, February 5, 2024 - Entrepreneur Magazine
These five fundamental habits are shared by the most successful leaders.
Retirement math you need to know, from how long you’ll live to deferring CPP
Monday, February 5, 2024 - Financial Post
Go beyond how much you need to save with this surprising math.
Thursday, February 8, 2024
Looking for tips on how to improve your family’s finances? Don’t miss our latest podcast episode!
How the grocery supply chain works, from wheat fields to weekly flyers
Monday, February 5, 2024 - Financial Post
Experts say the main factors that have driven grocery prices up over the past couple of years are global.
Blogs
Tax Season Reminders: Planning for Instalment Payments
Most individuals pay a significant amount of their income tax through source deductions, which are amounts withheld from their income. Employers deduct and remit income tax on a taxpayer’s behalf
Financial Resolutions: Safeguard Your Estate Planning Documents
As a new year begins, many focus on financial resolutions like saving more or reducing debt. This year, why not consider making estate planning a priority, starting by safeguarding your
You Asked: Questions About Lesser-Known RRSP Opportunities
Overall Registered Retirement Savings Plan (RRSP) participation has fallen since the start of the millennium, from 29.1 percent of taxpayers to 21.7 percent in 2022. The good news? Higher-income earners
HNW Investors: Be Aware of the Realities of Elder Abuse
A recent Wall Street Journal article profiled 27-year-old Jeopardy! contestant Brendan Liaw, who proudly called himself “The Stay-at-Home Son”—a term aptly added to the Urban Dictionary in 2007. The article
The Many Benefits of Portfolio Rebalancing
Rebalancing a portfolio involves adjusting the allocation of assets to bring it back in line with your investment strategy, ensuring it remains consistent with your risk and return profile. Why
Thinking Ahead: Planning a Tax-Efficient Withdrawal Strategy
“A dollar’s value depends on the tax trail it travels.” With our tax liabilities rising significantly over the decades (chart), tax planning continues to be an important part of wealth
Life Events
Integrating Financial Guidance into Your Journey
At Watermark Wealth Management, we recognize the dynamic nature of life and its impact on your financial aspirations. The Snapshots series depicts various life stages, offering insights into pivotal elements that may shape your financial landscape during those moments.
Life Events
Financial Calculators
Use this calculator to help develop or fine-tune your education savings plan.
Quickly determine if your retirement plan is on track – and learn how to keep it there.
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment.
