Tipler Wallmann Group

Depending on their requirements and objectives, a business owner could decide to get an informal value estimate or a more formal business valuation

How are businesses valued? scotiawealthmanagement.com

Wealth is a complex topic to navigate, particularly within a family context. From financial planning strategies to fostering a legacy mindset, we explain how to better understand the intricacies of wealth transfer and its impact on future generations. http://ms.spr.ly/6043cQmec

How can we help? Give us a call at 780-513-3505

Wealth transfer: Addressing challenging conversations within the family enrichedthinking.scotiawealthmanagement.com

Warmest springtime wishes to you this Easter season

Financial wellness is defined by your relationship with money. It's more than the numbers that show how your investments are performing. It's the ability to meet your financial needs today comfortably, a feeling of security about your future, and the freedom to make choices that allow you to enjoy your life now and in the future. http://ms.spr.ly/6042csahj

Here are seven steps you can actively take to improve your financial health:

Seven steps to improve your financial health now enrichedthinking.scotiawealthmanagement.com

Whether it's keeping the business in the family, protecting your employees or maximizing value, formalizing your succession plan helps ensure you can exit the business on your terms and leave the legacy you want.

For a confidential consultation , please reach out to us at 780-513-3505

Legacy planning considerations for women scotiawealthmanagement.com

A TCP is someone you authorize your Scotia Wealth Management relationship manager to contact if they suspect you're being financially exploited or if they're concerned about your ability to make sound financial decisions because of physical or mental incapacity

Protect your finances with a Trusted Contact Person scotiawealthmanagement.com

By helping you recognize, reject and report the most common types of scams, together, we can help prevent financial fraud

The three Rs: Recognize, Reject and Report scotiawealthmanagement.com

The CRA has published information and guidance on the new trust reporting requirements on its website, New trust reporting requirements for T3 returns filed for tax years ending after December 30, 2023 , as a helpful resource when determining and completing your annual income tax filing and reporting obligations

How new trust reporting requirements for bare trusts could impact you scotiawealthmanagement.com

As life expectancy rises, it's important to make sure you have enough saved to live your ideal retirement. Scotia Wealth Management can help you build a Total Wealth Plan to focus on your immediate needs, goals for tomorrow, and future aspirations, no matter what life brings. http://ms.spr.ly/6043cclNR


We look forward to the opportunity to sit down with you to discuss your future!
780-513-3505

While further policy rate hikes appear unlikely, equities could see some downside if inflation remains persistent and central banks keep monetary policy settings restrictive for longer

Investors hope for a possible soft landing as inflation fight enters final leg scotiawealthmanagement.com

Our spring 2024 issue of Wealth Insights is here!
In our latest newsletter, we discuss:
• Our latest outlook on the market
• Has Canada fallen behind the electric vehicle race? Listen to our podcast.
• Finding purpose in retirement
• How longevity risk can impact financial planning

Plus, RSVP for our virtual Commercial Real Estate Market Outlook happening on March 22.
Read more: http://ms.spr.ly/6042civ9y