Hunt & Associates Private Wealth Management

06/16/2026

Why work with a financial planner instead of managing your own portfolio alone?

A lot of people think financial planning is just about picking investments, but it is really not. A real financial plan looks at your retirement timeline, tax efficiency, risk exposure, savings strategy, business structure, and how all of those pieces connect. Managing your own portfolio might work when life is simple, but when you own a business, have a family, inherit money, sell a company, or approach retirement, complexity ramps up quickly.

A financial planner’s job is not just to grow your money; it is to help reduce mistakes, minimize tax, create clarity around big decisions, and make sure investing is aligned with your bigger picture. Planning is the whole picture, not just one account or one portfolio.

If your financial life is getting more complex, this is the perfect time to get expert help.
👉 Book your complimentary consultation today to walk through your situation and see what a tailored plan could look like for you.
https://huntandassociates.ca/book-a-consultation/

06/10/2026

The Never Alone Cancer Foundation is a registered charity dedicated to ensuring no one faces cancer alone by providing direct financial assistance for essential needs such as medication, personal care, and everyday living expenses for individuals and families navigating cancer.

What made the day especially meaningful was that we were also able to spend the day on the water alongside a cancer survivor. It was an incredible reminder of why initiatives like this matter so much, not just raising funds, but creating experiences, connection, and moments that make a real difference during difficult times.

Casting for Hope brings the community together in such a unique way while creating restorative experiences through guided fishing days for those impacted by cancer.

Very grateful to have had the opportunity to attend and support such an incredible cause. Huge thank you to everyone involved in making the day happen.

06/09/2026

When people hear “financial planning,” many assume it only means investments.

In reality, true financial planning connects several moving parts:
• Retirement planning: preparing for the lifestyle you want later in life
• Tax strategies: making smarter, tax-efficient financial decisions
• Insurance protection: protecting your income, family, and assets
• Estate planning: ensuring your wishes are clear for the future
• Business planning: aligning your business success with personal goals

When these pieces work together, your financial strategy becomes much stronger.

This spring, the most common questions we’re hearing from clients include:
• “Am I on track for retirement?”
• “How can I invest more tax-efficiently?”
• “What does an eventual business exit look like?”

Curious what a personalized financial plan could look like for you?

Tap the link in our bio to book a free consultation.

https://huntandassociates.ca/book-a-consultation/

06/04/2026

One of the easiest habits to improve your financial confidence is scheduling a monthly “money meeting.”

Set aside just 20 minutes once a month to:
• Review your accounts
• Check automatic transfers
• Look ahead at upcoming expenses
• Adjust anything that needs attention

Small, consistent check-ins make financial planning feel much less overwhelming.

Over time, these quick reviews help you stay proactive instead of reactive.

What day of the month will you choose for your 20-mintute money meeting?

06/02/2026

We’re proud to celebrate Hayden on achieving his Designated Financial Services Advisor (DFSA) designation.

This accomplishment reflects the commitment, discipline, and continuous learning that help great advisors better serve the people who trust them with their financial future.

We believe growth never stops, and Hayden’s dedication to expanding his knowledge and expertise is a great example of that mindset in action.

Designations like the DFSA represents time invested, skills sharpened, and a deeper commitment to helping clients navigate important financial decisions with confidence.

Congratulations, Hayden, on this well-earned achievement. We’re excited to see all that’s ahead for you.

06/01/2026

The “magic number” most people chase for retirement is usually wrong.

We’re taught to ask, “How much do I need to retire?” when the better question is, “How much income will I need each month, and where will it come from?” Real planning starts with expected spending, then adjusts for inflation, layers in CPP and OAS, analyzes investment returns, and stress tests for market downturns.

For some families, 1 million will not be enough, and for others, 800,000 is more than they’ll ever need. Retirement planning isn’t about guessing a big lump-sum number; it’s about designing a reliable income that can last 25–35 years.

If you’re focused only on the size of your nest egg and not the strength of your income plan, it may be time to rethink your approach.

Connect with our team for your consultation today.
https://huntandassociates.ca/book-a-consultation/

05/29/2026

What an incredible turnout for the Brandon IG Wealth Management Walk for Alzheimer’s 💙

So much support, community spirit, and people coming together for an important cause. Thank you to everyone who participated, donated, volunteered, and showed up to make a difference.

05/29/2026

⛳ The countdown is officially on for the Brandon Chamber of Commerce 36th Annual Golf Tournament and the Hole-In-One prizes this year are worth swinging for.

We are sponsoring a $10,000 Hole-In-One for one lucky golfer.

It’s shaping up to be one of the best days of the summer, great golf, great people, plenty of networking, and a little friendly competition mixed in.

If you’ve been thinking about registering a team, now’s the time. Golf registrations close next Wednesday, June 3, and spots are filling up fast!

The countdown is on for the Brandon Chamber of Commerce 36th Annual Golf Tournament, and this year’s Hole-In-One prizes are bigger than ever!

Take your shot for a chance to win:
• $10,000 sponsored by Hunt & Associates Private Wealth Management

Join us for one of The Brandon Chamber's premier summer networking events featuring great golf, exciting prizes, and a fantastic day on the course with the local business community.

Golf registrations close next Wednesday, June 3, so be sure to secure your team before spots fill up!

Registration form:https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/1595/Image/2026GolfRegistrationForm.pdf

05/28/2026

How you pay yourself as an incorporated professional is more than a tax decision. It’s a reflection of your long‑term vision.

Salary and dividends each offer unique advantages. The right balance can influence everything from your retirement contributions to personal cash flow, reinvestment capacity, and overall tax efficiency.

What feels optimal today may change as your income grows, your business expands, or your priorities shift. The real question isn’t which structure costs less, but which one moves you closer to your long‑term goals.

At Hunt & Associates, we take a holistic approach. Ensuring your compensation strategy aligns seamlessly with your evolving life, business, and ambitions.

Book a complimentary planning session or financial audit to ensure your approach still supports where you’re headed.

https://huntandassociates.ca/financial-audit/

05/27/2026

We are incredibly proud to share that Jonathan has been named one of Wealth Professional Canada's 5-Star Advisors for 2026! 🌟

This recognition isn't chosen by a panel of judges. It's earned through the voices of real clients. Advisors are rated on communication, portfolio performance, product knowledge, trust, and customer service.

Jonathan has always believed that great financial advising starts with truly knowing and caring for the people you serve, and this award reflects exactly that.

Congratulations, Jonathan! This is so well deserved.