Category: Videos

https://youtu.be/-lzedNC-aLg
Market volatility can be uncomfortable — but for long-term investors, it can also create opportunity. In this video, the Hillside Wealth team explains tax-loss harvesting — a powerful portfolio management strategy that can help reduce taxes, improve after-tax returns, and keep your investment plan on track during volatile markets. Rather than reacting emotionally to short-term losses, tax-loss harvesting allows disciplined investors to use those losses strategically — without abandoning their long-term goals.

Protecting Your Income & Future Life insurance isn’t one-size-fits-all — and when it comes to protecting your income, your family, and your financial peace of mind, understanding the differences between **term life**, **disability**, and **critical illness insurance** is essential. In this video, Amanda Baxter, Insurance Advisor at Hillside Wealth Management (iA Private Wealth), breaks down the key features, benefits, and real-world roles these important insurance tools can play in your overall financial plan.

Staying financially organized doesn’t require constant monitoring — but it *does* benefit from a simple, consistent quarterly check-in. In this video, the team at Hillside Wealth Management walks through a practical **quarterly financial checklist** designed to help you stay on track, spot issues early, and make smarter decisions with confidence.

💼 Thinking about selling your business to boost your retirement plan? 💰

Whether you’re aiming for the best sale price or a smooth transition, Hillside Wealth Management’s latest #YouTube video with Michael Preto has you covered! 🎥 Tune in for essential tips that can make all the difference in your journey to a secure and rewarding retirement.

Don’t miss out—watch now, and let’s chat about how we can help you maximize your retirement strategy: Contact Us Today 📅

In this video, we dive into the crucial distinctions between successors and beneficiaries for registered accounts in Canada. Whether you’re planning for retirement or managing investments, understanding these appointments is essential for safeguarding your financial future.

Stay informed and make confident decisions for your financial planning journey: Contact Us Today 📅

Whether you’re nearing retirement or already enjoying it, understanding the nuances of market fluctuations is crucial for optimizing your financial future. In this video, Mike Preto CFP®, CIM® discusses tips, strategies, and the reasoning behind embracing volatility (whether up or down) to get the most out of your retirement savings.

Don’t miss out on this essential guidance to secure a stable financial future amidst market fluctuations! Contact Us Today 📅

In this video, we dive into the RRSP to RRIF conversion process, demystifying the essential aspects you need to understand. Whether you’re approaching retirement or simply planning ahead, tune in to learn some important information on one of the more widely used registered accounts in Canada.

Stay informed and make confident decisions for your financial planning journey: Contact Us Today 📅

We’re Hillside Wealth Management, and we specialize in retirement planning and discretionary portfolio management.

Discipline consistently generates exceptional results – This philosophy, along with the other philosophies and core commitments we have here at Hillside can have meaningful impacts on your financial planning and investment portfolio success.

Returns matter! [MEET WITH US] https://hillsidewealth.ca/contact/ Contact us here ^ if you want to chat.

We’re Hillside Wealth Management, and we specialize in retirement planning and discretionary portfolio management.

Discipline consistently generates exceptional results – This philosophy, along with the other philosophies and core commitments we have here at Hillside can have meaningful impacts on your financial planning and investment portfolio success.

Returns matter! [MEET WITH US] https://hillsidewealth.ca/contact/ Contact us here ^ if you want to chat.