Waterloo Wealth Advisors

Waterloo Wealth Advisors

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Helping business owners & families turn financial complexity into clarity. Based in Waterloo

As your Local Financial Advisor, I partner with clients who want a comprehensive planning approach for their financial affairs. If you are:

➤ Unclear about how your financial picture fits together
➤ Lacking time or expertise for long-term planning
➤ Already stretched thin managing a business or family
➤ Frustrated by growing taxes and tax liabilities now and in the future
➤ Unsure if your investm

Retirement Savings for Ages 35 to 44: Typical Balances and How You Compare to Peers 08/13/2026

American based, but good info.

Retirement Savings for Ages 35 to 44: Typical Balances and How You Compare to Peers investopedia.com

Missing the Best & Worst Days in the Stock Market 08/13/2026

Volatility begets volatility.

Missing the Best & Worst Days in the Stock Market awealthofcommonsense.com

Focus turns from rewarding AI build-outs to its use, discipline, and monetization 08/12/2026

U.S. GDP growth of 1.5% (annualized) in 2Q26 was lower than expected, although consumer spending was still up 3.2% after a weak Q1, providing confidence in a still strong economy. Our U.S. team's forecast remains at 2.4% growth for the year.

Focus turns from rewarding AI build-outs to its use, discipline, and monetization raymondjames.ca

How To Read Prediction Market Odds Before You Trade 08/12/2026

Prediction markets offer an interesting snapshot of what investors expect, and how sentiment can shape those expectations.

How To Read Prediction Market Odds Before You Trade investopedia.com

Twenty-five U.S. states sue in latest challenge to Trump’s tariffs 08/06/2026

Tariffs continue to create a lot of uncertainty for businesses and consumers on both sides of the border. With 25 states now challenging the policy, it will be interesting to see how this plays out and what it could mean for the broader U.S. economy.

Twenty-five U.S. states sue in latest challenge to Trump’s tariffs nationalpost.com

Investing begins with a solid plan 08/06/2026

Having a solid plan in place makes a big difference when it comes to investing.

Investing begins with a solid plan simcoe.com

Survey: 78% of Canadians Would Consider Ending Their Relationship Over Secret Debt 08/05/2026

It's a good reminder that debt can have a much bigger impact on your overall financial picture than you might expect.

Survey: 78% of Canadians Would Consider Ending Their Relationship Over Secret Debt canadiansme.ca

A Guide to Startup Funding in Canada 07/30/2026

A Guide to Startup Funding in Canada canadiansme.ca

Canada's top beaches crowned among world's best in new travel ranking 07/29/2026

Why not head to one of Canada's beautiful beaches this summer?

Canada's top beaches crowned among world's best in new travel ranking dailyhive.com

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Address


100 Regina Street S. , Suite 175
Waterloo, ON
N2J4P9