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Monday 9:30am - 4pm Tuesday 9:30am - 4pm Wednesday 9:30am - 4pm Thursday 9:30am - 4pm Friday 9:30am - 4pm

Simcoe Wealth - Manulife Wealth Inc.

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Barrie, ON
Simcoe Wealth - Manulife Wealth Inc.

Financial planning services that aim to grow your wealth and deepen your financial knowledge.

Simcoe Wealth’s Financial Planners, Josh Krar and Patrick Beauchamp, are focused on helping their clients grow their net worth. With a combined 35+ years in the financial services industry, they use their acquired expertise to create tailored investment solutions and customized financial plans. They utilize a wide array of investment products including stocks, ETFs, mutual funds, preferred shares,

and GICs to help clients meet their financial objectives and retirement goals. They use a holistic approach to cover retirement, estate and tax planning for individuals and families. For more information, please visit our website at www.simcoewealth.com or call (705) 734-0480. Legal and Disclaimers: https://www.manulifesecurities.ca/corporate-disclaimers.html

Privacy Policy:
https://www.manulife.ca/privacy-policies/canadian-division-privacy-policy.html

05/29/2026

Retirement isn’t simply the end of a career — it’s the beginning of a new lifestyle chapter. Understanding the emotional and financial changes that often occur in the first year can help create a more confident transition into retirement.

Here are a few things that you can expect in your first year: https://simcoewealth.com/insights-and-articles/first-year-of-retirement-what-to-expect

05/16/2026

🌼Wishing everyone a relaxing long weekend and a productive start to gardening season.
Just like investing, the best gardens are built with patience, consistency, and long-term care. 🌱

Happy Victoria Day Weekend! ☀️

05/13/2026

🤔Deciding when to start your Canada Pension Plan (CPP) payments is an important retirement decision. While some Canadians begin collecting CPP at age 60 or 65, delaying until age 70 can offer significant financial benefits. However, this choice depends on many factors.

Learn about the pros and cons of waiting until age 70 to receive CPP payments in this article: https://simcoewealth.com/insights-and-articles/should-you-delay-cpp-until-70-a-strategic-perspective

04/24/2026

👶Welcoming a new child is one of life’s greatest joys - yet it also invites a meaningful shift in your financial landscape.
Parental leave in Canada often comes with a temporary change in income, even with EI benefits or employer top-ups. With the right strategizing, parental leave can be a time of joy and bonding, not financial worry.

In our latest piece, we explore how to prepare financially for parental leave—from understanding your benefits and building a tailored budget, to managing debt and thinking ahead to long-term priorities like childcare and education planning.
Read more here: https://simcoewealth.com/insights-and-articles/financially-prepare-for-parental-leave-in-canada

04/15/2026

Markets hit record highs—then headlines took over. Q1 2026 reminded investors how quickly sentiment can shift amid geopolitical uncertainty. But does volatility signal lasting damage, or temporary disruption? History offers useful clues. 🔎 Explore why staying disciplined through uncertainty may matter more now than ever.

📖Read the full Q1-2026 market update here: simcoewealth.com/insights-and-articles/q1-2026-headline-driven-volatility-returns

04/04/2026

🌷This Easter we’re reminded that the most meaningful moments come from the time spent with the people we care about. ✨ We hope your weekend is filled with laughter, connection, renewal, hearty meals, and warmth.

Happy Easter from our families to yours. 💛🐣🌷

03/30/2026

A fresh week—and plenty of headlines competing for your attention.
But beyond the noise, two things are driving markets right now:
• Rising oil prices and inflation pressure
• Short-term volatility vs. long-term opportunity

It’s easy to get caught in the moment—but in uncertain markets, clarity comes from seeing the bigger picture. When your savings are significant, every decision counts—working with a trusted financial planner helps protect, optimize, and position your wealth for growth through experience and insight.

👉 Read our latest insights: https://simcoewealth.com/insights-and-articles/march-2026-update-middle-east-conflict-and-market-risk

03/13/2026

March Break is here. ☀️
Whether you're travelling somewhere warm or enjoying time closer to home, we hope that your week is filled with laughter, family time, and great memories.

The markets will still be here when you get back — and so will we. We're always here for a conversation when you’re ready to connect:
simcoewealth.com/contact

Enjoy the break!

03/04/2026

What if your portfolio had its own income tap? 💧
Dividend investing can create a steady stream of tax-efficient passive income — without selling your shares. And when you reinvest those dividends, compounding starts to do the heavy lifting.

For Canadian investors, eligible dividends come with favourable tax treatment, making this strategy especially powerful when structured properly.

In our latest article, we share:
• How dividend investing works and its benefits
• Why tax efficiency matters
• Where to hold dividend stocks (TFSA, RRSP, or non-registered)

If building income that flows — and grows — matters to you, this article is worth the read: simcoewealth.com/insights-and-articles/dividend-investing-in-canada

02/25/2026

Four business days remain to consider your RRSP contribution for the 2025 tax year.
Contributions made on or before the March 2, 2026 deadline set by the Canada Revenue Agency may help reduce your taxable income.
Learn more about investment options on our website: simcoewealth.com/investment-services

Address

531 Bayfield Street Unit 110B
Barrie, ON
L4M4Z9

Opening Hours

Monday	9:30am - 4pm
Tuesday	9:30am - 4pm
Wednesday	9:30am - 4pm
Thursday	9:30am - 4pm
Friday	9:30am - 4pm

Website

https://simcoewealth.com/

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