Waterloo Wealth Advisors
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
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
08/13/2026
Volatility begets volatility.
Missing the Best & Worst Days in the Stock Market awealthofcommonsense.com
08/12/2026
Jetting off for a summer vacation? How to eat and drink to minimize jet lag winnipegfreepress.com
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
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
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
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
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
07/30/2026
A Guide to Startup Funding in Canada canadiansme.ca
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