News & Education

Welcome to our WealthStyles segment – your online access to approachable ideas about financial planning with a lifestyle and life event approach.

President’s Letter Spring 2010
E-Newsletter - (PDF Format)

Spring has finally arrived, or so it seems - and of course, with spring comes a new Federal Budget!

I thought you may be interested in having an easy access to a brief summary of this new budget by simply clicking on the link.

One of the major highlights is the possibility of transferring, with certain limits, RRSP proceeds at death to a RDSP (Registered Disability Savings Plan). This is very interesting for those of you who have a child who qualifies for RDSP.

Also attached is a newsletter entitled MYERA MyNews which you may have seen before and which you will certainly find interesting. Karen Shellinck, President & CEO of MyEra, is a good friend and we have decided to associate thereby giving clients of the Braley Winton Financial Group Inc. access to the information provided by MyEra. Subjects such as travel destinations, second vacation homes, financial education for better planning and many others. Please let me know what you think once you’ve read it.

As we are anxiously awaiting the hot days of summer and a future issue of this newsletter, we are also looking forward to the possibility of seeing many of you this year as we are planning some events with top speakers. Stay tuned and be on the lookout for invitations shortly.

About Braley Winton

Braley Winton Financial Group Inc. is a privately owned financial services firm specialized in developing and implementing strategies that achieve a multitude of financial goals and help customers hedge against the many risks in life. Braley Winton’s broad range of customized strategies include Saving, Tax-Planning, Home Purchasing and many others. Braley Winton operates in both Quebec and Ontario and has over $300 million in assets under management. Through it’s partnership with the Executive Planning Group, Braley Winton can deliver its regional expertise in top-tier services on a national scale.

More at www.braleyfinancial.ca