Distinguishing the difference between skill and luck

Have you ever wondered what percentage of your success is due to your acquired competencies (skills) and how much is due to good fortune (luck)? From excelling in sporting competitions to winning at work, we’re frequently undecided about which of the two ingredients ends up being decisive. Most of the time, skill and luck are […]

How to support local businesses this holiday season

Many of our clients are busy taking care of last minute holiday preparations in these final weeks of December. While everyone celebrates the holidays differently and has a unique wish list to shop for, there are many opportunities to support local business during the festive season. Here are a few ways to support Montreal-based businesses […]

Sudden Wealth Syndrome: Part II

The risks associated with Sudden Wealth Syndrome (Part 1: the risks) are well documented and threaten the more than $750 billion in inheritance Canadians expect to receive over the next decade. There are two critical steps families should take to improve the odds of preserving the family fortune: Start early Kids with financial savvy have […]

Sudden Wealth Syndrome: Part I

Almost all Canadian families that find themselves suddenly wealthy will eventually wind up right back where they started.

Managing Risk with Insurance

As part of a financial plan, insurance is typically thought of as a solution employed to protect against the risk of future financial loss. While this is a very important application of insurance, additional innovative solutions are being used to safeguard the value of investors’ assets in a tax-efficient manner and to ensure that one […]

Helping Aging Parents Look After Themselves

Aging parents – distressing though it is to recognize – inevitably face declining capacities over which they have diminishing control. As a result, many of us are confronted with the unenviable task of managing the wealth, health and overall wellbeing of parents who can no longer adequately look after themselves. Before things take a turn […]

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.