In this episode of Your Wealth Matters, Capstone Portfolio Managers Janet Kim Sing and Maria Dawes deliver actionable advice to boost your financial health for the year ahead. Covering the key differences between saving and investing, they provide tips on building an emergency fund, maximizing registered plans like TFSAs, RRSPs, and first home savings accounts, and the importance of charitable giving for both tax strategy and personal values. They also emphasize the wisdom of reviewing your will, power of attorney, and insurance to secure your legacy and protect loved ones. Whether you're planning for today or tomorrow, Janet and Maria will help you make smarter financial decisions. Don't miss these practical tips to start the new year strong!
If you have any questions or wish to meet for a portfolio review, please contact our Private Wealth Group at privatewealth@capstoneassets.ca or 604-546-1500.
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