Gold Table

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Gold Table A one stop shop for financial needs, solutions, and opportunity. Unique, because we lead with financial education, create options and we care.

Holistic Planning • Debt Management • Mortgages/Lending • Savings • Insurance • Will & Estate Planning • Opportunity

Valuable, because we cater to the market demanding need and help.

Money Saving Tips! ✅💸 Track your spending and budget.📉 Look at debt elimination strategies to help free up cash.🛍️ Under...
09/06/2021

Money Saving Tips! ✅

💸 Track your spending and budget.

📉 Look at debt elimination strategies to help free up cash.

🛍️ Understand your lifestyle and live within your means.

💪 Have a goal! Having a plan will get you closer to your goals than the person without.

📢 Follow us for more tips on saving towards your financial goals!

Financial independence is a skill that is learnt. 📚 Financial literacy is the first step. Financial responsibility is th...
09/03/2021

Financial independence is a skill that is learnt. 📚 Financial literacy is the first step. Financial responsibility is the second. Financial freedom is the third.

Understanding your financial struggles, financial goals, and finding the right avenues to get there is not something you have to do on your own! 🧑🏾‍🤝‍🧑🏾
📢 Follow us for more inspiring content!

🌱💰 Money growing tips! You’ll need:1) A PlanFree up cash with strategies, and proper planning.2) TimeDon’t wait to save....
09/01/2021

🌱💰 Money growing tips! You’ll need:

1) A Plan
Free up cash with strategies, and proper planning.

2) Time
Don’t wait to save. Start now!

3) Invest
Put your money in proper avenues to outpace inflation and taxes.

📢 Follow us for more financial tips!

To build wealth and utilize the time that you have, you need to have money. If 70% of Canadians are working just to pay ...
08/30/2021

To build wealth and utilize the time that you have, you need to have money. If 70% of Canadians are working just to pay their bills, only 1-2% of their paycheck actually goes towards their savings (if any).

We can change this by restructuring a few things with debt management strategies to free up some cash. Once you get from A → B, you can start building wealth!

❗ But saving money is not enough. You need to put it in avenues that have growth potential so that you can outpace things like inflation and taxes.

📢 Follow us for more educational content!

If RRSP withdrawals are 100% taxable, why would I even open one? 🤔 Or if a TFSA has no tax deduction, wouldn't an RRSP m...
08/27/2021

If RRSP withdrawals are 100% taxable, why would I even open one? 🤔

Or if a TFSA has no tax deduction, wouldn't an RRSP make more sense?

If you are a first time home buyer, and if perhaps you're going to a post secondary school, then perhaps you can get the best of both worlds!

❗ There are only two ways the Canadian government will allow you to withdraw from your RRSP tax-free.

✅ If you qualify as a first-time homebuyer under the home buyer’s plan (HBP); or

✅ If you are using the RRSP to go back to school under the lifelong learning plan (LLP)

Speak to your financial representative to better understand your options!

📣 Follow us for more educational content!

Some things to remember come retirement ⬇️ : ✅ There will be expenses that will never go away, even after your debt is p...
08/25/2021

Some things to remember come retirement ⬇️ :

✅ There will be expenses that will never go away, even after your debt is paid off and your dependents are out of the nest.

✅ You cannot rely on supplementary income from the government. It is not enough for retirees to pay for all fixed and living expenses at present (i.e. property tax, utilities, gas, groceries, etc). With Canada’s tax burden, supplementary income may not even exist in 15-20 years from now.

✅ Other variables matter! Such as how often you withdraw and what emergency cushions you want to have left.

📢 Follow us for more tips and educational content!

08/20/2021

70% of Canadians are living paycheck to paycheck. 😲 Holistic planning bridges the gaps between products and solutions to make sure financial objectives are met in the available time that we have.

By intimately sitting down with individuals and families, debt can be managed and savings can be grown in proper avenues. 💪 From there, a proper financial house can be created to weather any storm.

🤔 Ask yourself these questions before buying an insurance plan:1) What do you want to protect? Short term debt, final di...
08/06/2021

🤔 Ask yourself these questions before buying an insurance plan:

1) What do you want to protect? Short term debt, final disposition and funeral costs, and/or wealth transfer?

2) What do you need based on Debt, Income, Mortgage, and other Expenses? D.I.M.E.

3) Based on your age, health, and budget, customize the plan to tackle your objectives i.e. term, permanent or a bit of both.

📣 DM us or visit the link in our bio to learn more!

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Canada-wide Services
Calgary, AB
T2H0X2

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