WealthCo
Nearby finance companies
1920, 407 2 Street SW
101, 6420 6A Street SE
We build diverse investment and insurance strategies beyond the 60/40 traditional investment perspec
07/15/2024
Are you too old for life insurance? Think again!
Wondering if life insurance is still relevant as you age? For Canadians in their 70s, life insurance can cover final expenses, manage debt, support estate planning, replace income, and even facilitate charitable giving.
With options like term, whole, universal, and simplified issue policies, there’s a solution for everyone. Life insurance remains a valuable part of financial planning, offering peace of mind and financial security.
Learn more about how life insurance can benefit you, no matter your age.
Read the full article here: https://www.wealthco.ca/posts/am-i-too-old-for-life-insurance
Am I Too Old for Life Insurance? | WealthCo Group of Companies For Canadians approaching their 70s, life insurance can still play a crucial role in your financial planning.
🎙️ Join us for an enriching discussion on all things finance! 📈 Whether you're navigating the stock market or planning for retirement, our podcast is your go-to source for expert insights and actionable advice. Tune in to gain valuable tips from our seasoned financial advisors. Don't miss out – hit play now!
02/19/2024
Wishing everyone a happy Family Day!
We hope you have a great day spending time with the ones you love!
02/16/2024
Happy Lunar New Year! 新年快乐
May the Year of the Dragon bring fresh opportunities and vibrant beginnings to all aspects of your life.
02/09/2024
This past year showed us that patience and consistency are key when it comes to investing; similar to the fable, ‘The Tortoise 🐢 and The Hare 🐇’.
Despite market swings, our diversified approach kept us on track. We balance the ‘Tortoise’ of alternative markets with the ‘Hare’ of the public markets, for a smoother, steadier returns.
Past performance hints at future trends, and our strategy sims for long-term growth with less volatility.
To read more on the Market Performance of 2023 read our Market Commentary, 2023 a Year in Review, by clicking the link below.
🔗 https://www.wealthco.ca/posts/2023-year-in-review
2023 Year in Review | WealthCo Group of Companies We are all familiar with the classic Aesop fable of the ‘Tortoise and the Hare’. It sometimes seems counterintuitive that the slow and steady turtle outperforms the overconfident and aggressive rabbit, but time and time again we are reminded that regular, consistent efforts are the best way to a...
01/09/2024
🌟 Ready to make 2024 a year of true achievement?
Turn the page on another year with valuable insights on goal setting. Learn how to avoid common pitfalls and enhance your performance and overall well-being. From focusing on learning goals to escaping low-level goal traps and broadening perspectives, discover the strategic approach to turning your aspirations into achievements in this article by clicking the link below.
As you embark on this year's journey, remember: the path to reaching your goals is as crucial as the goals themselves. Here's to a year of growth, discovery, and unparalleled success! 📈💡
🔗 https://advisorstream.com/read/3-ways-we-sabotage-our-goals-and-how-to-stop/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo1Njg4MywicHJldmlldyI6ZmFsc2UsImNvbW1faWQiOjkwNzYyOTMsImRlc3RfaWQiOjk0MjA4MzMsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.KKCmD_mypTVY7f510WETev4KFu1RBN9JAWrwZHx6-qo
3 Ways We Sabotage Our Goals (And How to Stop) Goals can be a helpful way to enhance our performance, keep us moving in the right direction, and increase our happiness and well-being. However, we won’t reap any of those benefits if we don’t set them the right way. From Harvard Business Review, here are three ways we tend to go wrong when set...
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Website
Address
350, 205 Quarry Park Boulevard SE
Calgary, AB
T2C3E7
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |