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
Estate Planning Wisdom From the Legendary Warren Buffett
“Father Time always wins…before long, he will get around to me.” — Warren Buffett Just months ago, Warren Buffett announced that he was donating 1,600 Berkshire Hathaway shares, valued at
When Did You Last Review Your Registered Plan Beneficiaries?
Beneficiary designations matter more than you might think. Often overlooked after accounts are opened, the way you name beneficiaries for registered plans—such as RRSPs, RRIFs and TFSAs*—can affect the efficiency,
Five Wealth Planning Questions & Rules of Thumb
If you’re seeking a bit of financial motivation, here are five wealth planning questions that can be addressed with simple “rules of thumb.” They may spark discussions about wealth management,
Do you check your portfolio too frequently?
According to recent reports, investors using a U.S. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day.1 It’s not difficult to do. Today,
More Perspectives: The Great Mortgage Renewal — Pay It Down Faster
For many years, historically lower interest rates made it easy to take on debt, particularly in the form of mortgages. While the Bank of Canada reduced interest rates multiple times
Cutting Through the Noise
With the tremendous proliferation of investment information available, cutting through the noise can be difficult. Information is not the same as advice There is an old saying in the investment
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.
