The Macenko Merkley Group

As retirement approaches, protecting the wealth you have built and preparing to pass it on to future generations becomes increasingly important. Thoughtful tax, investment and estate planning strategies can help support these goals.

This checklist highlights several key planning considerations to keep in mind as you transition into retirement. Please don't hesitate to reach out for personalized advice.

Wealth planning checklist for seniors The following checklist outlines some common wealth planning considerations to think about as you enter retirement.

As retirement approaches, protecting the wealth you have built and preparing to pass it on to future generations becomes increasingly important. Thoughtful tax, investment and estate planning strategies can help support these goals.

This checklist highlights several key planning considerations to keep in mind as you transition into retirement.

Wealth planning checklist for seniors The following checklist outlines some common wealth planning considerations to think about as you enter retirement.

Canadian and U.S. equities both finished the month in positive territory, returning 2.5% and 5.3% (US$), respectively. Developed markets, ex-U.S., also advanced, gaining 2.8% (US$), while emerging markets posted a solid rise of 8.5% (US$).

Stay informed—Scotia Wealth Management’s latest market news is now on our website.

Portfolio Perspectives – June 2026 Market review In May, global equities extended April’s rebound as resilient corporate earnings, sustained enthusiasm for AI-linked technology and semiconductor stocks and improving sentiment around Middle East de-escalation kept investors constructive. Fixed income markets were choppier but still ...

A quick reminder that we have a number of resources available on our website. For personalized financial advice, please reach out to our team—we're here to help!

https://macenkomerkleygroup.com/resources/

Resources Here you will find a number of articles from our thought leaders, as well as important information on our accounts and services for your reference. We have included a number of popular resources provided by Scotia Wealth Management. For more information, including forms, our team of professionals is...

Effective communication across generations is one of the most important — and often overlooked — factors in successful family wealth transition. While much attention is given to tax strategies and legal structures, research consistently shows that breakdowns in communication and unclear expectations are among the most common reasons wealth transitions fall short.

This article highlights key principles for building a strong foundation.

Bridging generational communication gaps in family business & wealth transition Effective communication across generations is one of the most important—and often overlooked—factors in successful family wealth transition. While families invest significant time and resources into tax strategies, legal structures and investment planning, many underestimate the impact of commun...

Developing the next generation is vital for family businesses to ensure continuity and a smooth transition. However, effective development may not happen naturally for a family enterprise. Putting a formal and structured development plan in place can help better prepare the next generation for their future roles.

Discover four mentorship models that can help strengthen leadership development and support long-term business continuity.

Mentorship models in family enterprises: formalizing knowledge transfer Developing the next generation is vital for family businesses to ensure continuity and a smooth transition. However, effective development may not happen naturally for a family enterprise. Putting a formal and structured development plan in place can help better prepare the next generation for their...

Spring didn’t come quickly to Calgary this year—in fact, there were moments we weren’t sure it was coming at all! But finally it’s June, it’s beautiful outside and we’re counting down the days until summer. (Less than three weeks to go!)

As we welcome back sunshine, longer days and increasingly warm evenings, we’re doing our best to make the most of each glorious moment. Here are some of our favourite local patios.

Life in Calgary: our favourite summer patios Spring didn’t come quickly to Calgary this year—in fact, there were moments we weren’t sure it was coming at all! But finally it’s June, it’s beautiful outside and we’re counting down the days until summer. (Less than three weeks to go!) As we welcome back sunshine, longer days and incre...

Reminder: You're invited to join us for an exciting afternoon of baseball as the Dawgs take on the Mavericks at Seaman Stadium.

The Macenko Merkley Group is proud to be the game sponsor for Princess in the Park Day, and we would love to see you there. It's a great opportunity to enjoy a family-friendly afternoon of baseball, themed festivities, and great company.

For event details and RSVP information, see below or visit our website!

https://macenkomerkleygroup.com/youre-invited-dawgs-vs-mavericks/

Canadian equities returned -0.97%, holding up early in the week as energy exposure provided support before softer commodities, higher domestic yields and a strong jobs report that reinforced BoC hike expectations weighed on sentiment.

Check out the latest market commentary from Scotia Wealth Management on our website.

Market Watch This week’s highlights Equity rally falters as investors weigh tighter policy conditions Strong labour data drives a late-week rates selloff Strong Canadian jobs data reinforce rate hike expectations Markets revisit expectations for Fed’s policy rate after U.S. labour data release Eurozone infla...