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Webcasts to help navigate COVID-19

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We would like to share 3 webcasts to help you navigate COVID-19. Experts share tips on optimizing resiliency, maintaining health and wellness, and proven parenting strategies. Our parent company, iA Wealth, gathered some experts to create webcasts just for you. We hope they help your daily life during the pandemic become a bit smoother. Stay safe and be well.

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Watermark Stone WealthWebcasts to help navigate COVID-19
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Tough financial choices?

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When life puts a pinch on your finances it’s hard to decide what to do. If you and your family are faced with tough financial choices turn to your advisor for help navigating your wealth worries.

Temporarily laid off

Many people have found themselves temporarily out of work lately. While different levels of government have stepped in to help, you may need your advisor’s assistance to decide how best to access money on a short-term basis. Perhaps you have an insurance policy with cash you can access in such a time. Or maybe you’ll have to dip into your investment accounts. But which one? Your advisor can look at the tax consequences of each option and decide what is best for your situation. If it comes to selling investments, your investment team can also give you tips on what might be best to sell during a period of market volatility.

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Watermark Stone WealthTough financial choices?
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COVID-19 and Your Investments

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You cannot turn on the media without hearing news of the Coronavirus. World markets have seen quite a bit of movement as fears of the virus spread. While we can’t specifically say when this volatility will end, we can tell you that the Watermark team excels at navigating clients through market turbulence. So, we’ve compiled 5 tips to help you steer through COVID-19 and your investments.

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Watermark Stone WealthCOVID-19 and Your Investments
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Watermark Stone Wealth is here for you

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Watermark Stone Wealth is still here during these difficult times…

As we enter a new week of unknowns, we want you to know that the priority of your Watermark Stone Wealth team remains the same – committed to you as our valued client.

We are here to help and want to keep you informed of our plans to do just that.

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Watermark Stone WealthWatermark Stone Wealth is here for you
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Financial Well-Being of Canadians

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Ever wondered how your finances rank against other Canadians? The Canadian Payroll Association (CPA) recently published an 11-year study on the financial well-being of Canadians.

As I’m reading the study, all I can think about is David Chilton’s book, The Wealthy Barber. What a great title for a book, eh? That simple title lets you know what this study is basically telling us, it’s not how much you earn, but how much you save.

The study shows that the financial well-being of Canadians has room for improvement. It provides insights into how much (or little) Canadians save. I know we’re financial nerds here at Watermark Stone Wealth, so perhaps our interests are a bit skewed, but the findings were really interesting! For instance, we’ve all done it. Heard the salary of a friend or neighbour, and thought:

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Watermark Stone WealthFinancial Well-Being of Canadians
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Delivering Meals on Wheels

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For the 4th year in a row your team here at Watermark Stone Wealth will be volunteering with the good folks at Dixon Hall Neighbourhood Services. The entire team (Stewart, David, Chuck and Kate) will be participating in the Meals on Wheels program December 18th. In lieu of sending holiday cards to you, our wonderful clients, we’ll spend the day delivering meals to those that need some additional help.

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Watermark Stone WealthDelivering Meals on Wheels
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4 tips to remain grounded

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The world can be a busy place and carving out time to simply exist can be difficult. Can we try to shift the focus and be better off? We sure can. We have some tips to share on how to remain grounded.

Can you believe it? November is here! How 2019 seems to have flown by!

Halloween has now come and gone, we have all eaten way too much candy (perhaps) and now we are going to be subjected to 2 months of dizzying pressure to buy gifts for the holiday season. Christmas and Hanukkah…all rolled into one huge, pressure-filled, buying frenzy, celebration.

Can we avoid this? Can we remain grounded and not be swept up into the commercialism of this upcoming holiday season? Here are a couple of tips to keep in mind between now and the end of the year:

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Watermark Stone Wealth4 tips to remain grounded
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Allowance in a digital age

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Should you be paying your child’s allowance digitally? We explore cash vs. cashless technology and how best to teach your kids about money using their allowance.

According to an analysis by Forex Bonuses, Canada is the top country for embracing cashless technology. And the trend goes all the way down to our kids. A 2018 study by TD found that “nearly 68% of parents said their children are more or just as comfortable using digital payments as they are handling cash”.

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Watermark Stone WealthAllowance in a digital age
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