2024 Federal Budget

We want to share some insights from the recent 2024 Federal Budget that may concern your finances, along with our initial thoughts.

Our Equity Selection Process

Our Equity Selection Process

Our Investment Committee focuses on five fundamental strengths the businesses we invest in must have for long-term success.

A discussion on inflation

A discussion on inflation

With the onslaught of daily headlines pointing to difficult times, we want to provide you with some information regarding inflation

We are TWM Group

We are TWM Group

All our processes, research and analysis aim to bring our clients the financial freedom to focus their time on what they love doing.

Games for Hope 2019

We are pleased to inform this event raised around $200K net after expenses. A hugely significant figure that will greatly help the sponsored children’s charities! On Saturday, June 15th, the Total Wealth Management Group team, competing fiercely to win 3 out of 4 games, did make it to the volleyball playoffs … where we unfortunately […]

G4H 2019: Help us raise funds for children’s causes

As in years past, it is our pleasure once again, to participate in The Games for Hope Foundation’s Corporate Sports Benefit Tournament. Every year a dedicated group of volunteers puts together this large corporate multi-sports tournament to raise money for deserving children’s causes. They anticipate having close to 1,500 participants, volunteers, colleagues, media partners, family, […]

RRIFs Part 2: What happens at end of life?

In our previous post RRIFs Part 1: What are they?, we covered some RRIF basics. We said that while an RRSP is designed to receive contributions, a RRIF is designed to be used only for withdrawals, with very limited exceptions. The most common exception is when a RRIF receives, aside from an RRSP rollover, a […]

RRIFs Part 1: What are they?

Maximizing cashflow during retirement means using a combination of investment vehicles. While RRSPs are a commonly used tool towards that goal, it logically follows that most retirees will eventually own a RRIF.  RRIFs are similar but have their own unique features. RRSP vs RRIF A Registered Retirement Income Fund (RRIF) is essentially a continuation of a […]

Letting go of bad habits

We all have bad habits. Sometimes, these are small and seemingly harmless, like a person biting their nails or forgetting to put empty coffee cups in the recycle bin. Other bad habitual behaviours can have potentially risky outcomes, like regularly driving beyond speed limits or reaching for comfort foods too often. Perhaps the most detrimental […]

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.