Josseline Financial Services

10/13/2023

09/25/2023

Tax-Exempt Life Insurance in Canada

Consider using life insurance as a reliable, tax-free, worry-free investment. Keep more of your hard-earned money

1.    Creates liquidity -- for pennies on the dollar -- to pay estate tax liabilities.

2.    Insurance can help equalize assets after death

3.    Permanent insurance can serve as a tax shelter

4.    Permanent insurance can provide a substantial rate of return – certainly higher than bonds or GICs.

Helps pay tax liabilities

09/11/2023

Are you a first-time home buyer? 🏡👈
Are you looking at buying your first home (or maybe third or fifth home)? Buying a home is a huge milestone—and the home buying process can sometimes be just as confusing and overwhelming as it is exciting.

That’s where we come in. We’ve collected information about buying a home from industry experts so that you can feel confident in the process. Here we’ll take you through a step-by-step guide on what you need to know (and do!) when buying a home in CANADA

09/06/2021

Over 125 years of growth and security 🔥🔥

Invested in you