Reflecting on a year of growth at DWM, Jenna Weseen shares her journey from uncertainty to a licensed financial advisor, embracing new roles and life-changing experiences.
Some Canadians may not realize that tax is the biggest eroder of wealth. Yet, it is the segment of wealth management that many Canadians do not plan for regularly or with consistency. Get important deadlines and tax updates for 2024 here.
Every year, members of our firm like to do what is called a Personal Financial Year End Tabulation. Described another way, we each like to calculate how we have personally done financially this year. Join us in creating your Net Worth Statement to close out 2023 and get an accurate financial snapshot of where you stand at year end.