3C Wealth Partners

3C Wealth Partners We Compete in seeking best practices, Create Your Plan and Celebrate Your Financial Freedom.

Our mission is to build a financial security plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. We’ll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goal

s. And once your plan is in place, we’ll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you’re still on track to achieving your goals.

As many reasons as there are fingerprints
03/12/2026

As many reasons as there are fingerprints

Becoming an empty nester doesn’t mean you no longer need life insurance. Even once the kids are grown, life insurance can still help support things like:

👉Mortgage protection
👉Your spouse
👉End‑of‑life expenses
👉Legacy building

Reviewing your policy with an advisor could help make sure your coverage aligns with your current goals as an empty nester and avoid overpaying for unnecessary coverage. https://ow.ly/Qig450YoBtB

Great time to review your Retirement Savings portfolios if you want growth over next 3-5 years
06/03/2025

Great time to review your Retirement Savings portfolios if you want growth over next 3-5 years

Global economic growth is slowing more than was expected only a few months ago as the fallout from the Trump administration's trade war continues, the OECD said Tuesday. And Canada is among the countries where the downturn is most concentrated.

Reminder: March 3, 2025 is the deadline for contributing to an RRSP for the 2024 tax year. Call us today!
01/21/2025

Reminder: March 3, 2025 is the deadline for contributing to an RRSP for the 2024 tax year. Call us today!

01/15/2025

Many Canadians set resolutions for themselves, but it’s no secret that many of them give up a few weeks or months into the New Year.

Setting up SMART goals is one way to help ensure you follow up on your objectives.

Read more on our blog: https://ow.ly/CcIl50UAvEc

12/31/2024
Happy Holidays from 3C Wealth Partners.
12/24/2024

Happy Holidays from 3C Wealth Partners.

If your child is getting ready to attend term two of post-secondary school, now’s the time to start thinking about withd...
12/03/2024

If your child is getting ready to attend term two of post-secondary school, now’s the time to start thinking about withdrawing money from your Registered Education Savings Plan (RESP).
Withdrawals can be used to pay for expenses, such as tuition, living expenses and food.

The annual deadline for contributing to a Registered Education Savings Plan (RESP) is December 31. While there is no str...
11/26/2024

The annual deadline for contributing to a Registered Education Savings Plan (RESP) is December 31. While there is no strict deadline for contributing to an RESP, contributing before the end of the year can help you maximize the government grants you receive.
The Canada Education Savings Grant (CESG) matches 20% of annual contributions, up to $500 per year. To receive the maximum CESG contribution, you need to contribute at least $2,500 to your RESP in a given year. You can receive grants until the year your beneficiary turns 17.

Happy Halloween!
10/31/2024

Happy Halloween!

Address

9 Gaspereau Avenue
Wolfville, NS
B4P2C3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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