Equity Financial Services

Equity Financial Services Financial firm that specializes in helping families navigate and understand the complexities of financial planning for people with disabilities.

Serving Ottawa and the surrounding areas. How do our services differ?
- Experts in the field of financial planning for people with disabilities
- Work with a network of like-minded professionals, such as lawyers and accountants
- Daytime, evening and weekend appointments available
- Services offered in English and French
- Meeting you in the comfort or your own home or a place of your convenience

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At Equity Financial Services, we have made it our focus to help families navigate the complexities of such things as the:
- Disability Tax Credit
- Registered Disability Savings Plan
- Ontario Disability Support Program
- Will and Estate Planning

Few advisors have the experience and knowledge that is needed to properly do financial planning for people with disabilities, and traditional solutions and strategies often don’t apply. Don't let just anyone manage the financial future of our most vulnerable and marginalized population. Let us show you what we can do for you.

01/02/2019

A whole host of federal tax changes come into effect in the new year. Some will hit your paycheque, others your bills — and if you're a small business owner, there are a few changes coming for which you've likely been preparing for months.

This is a very cool idea !
12/05/2018

This is a very cool idea !

The Voice of Global Asians

👻 HAPPY HALLOWEEN! 🍫
10/31/2018

👻 HAPPY HALLOWEEN! 🍫

Learn how to teach your kids a quick and easy lesson in tax and finance by charging a "candy tax" on their sweet Halloween treats.

We love hearing these stories, I'm sure this will be a big hit with some very special trick or treaters
10/23/2018

We love hearing these stories, I'm sure this will be a big hit with some very special trick or treaters

A haunted house in Toronto offering a frightening experience for people with disabilities is believed to be the first of its kind in Canada.

It will be interesting to see how the markets react now that cannibis sales have started. Are we at the top? Is there st...
10/17/2018

It will be interesting to see how the markets react now that cannibis sales have started. Are we at the top? Is there still room to grow? Time will tell!

On the first day that Canadians are legally allowed to get high, stocks in Canadian ma*****na companies did something perhaps unexpected: they went low.

On the eve of cannabis legalization in Canada, here are some general travel insurance rules you'll want to keep in mind ...
10/17/2018

On the eve of cannabis legalization in Canada, here are some general travel insurance rules you'll want to keep in mind on your next vacation! Check your policy for specific coverage details.

"If you don’t understand the complex rules surrounding what is and isn’t allowed, you could find yourself caught by the ...
10/13/2018

"If you don’t understand the complex rules surrounding what is and isn’t allowed, you could find yourself caught by the attribution rules or, worse still, facing off against the tax man in court".

Jamie Golombek: Our Income Tax Act has a variety of anti-avoidance rules meant to block attempts at income splitting, but there are exceptions to those rules

This is definitely true in our experience! Transparency and honesty is key.
07/27/2018

This is definitely true in our experience! Transparency and honesty is key.

Twenty per cent of Canadian couples surveyed by Manulife confessed that their significant other does not know how much debt they are in, and more than one out of every nine people admitted to having hidden the price of a large purchase.

07/17/2018

"The most important investment you can make is in yourself" Warren Buffett, one of the most successful stock brokers in the world and among the greatest philanthropists, had humble beginnings and worked hard to get to where he is today.

Bank of Canada raised the benchmark interest rate today by 0.25% to 1.5%, the fourth time it has done so since last summ...
07/11/2018

Bank of Canada raised the benchmark interest rate today by 0.25% to 1.5%, the fourth time it has done so since last summer.

For the fourth time in a little over a year, the Bank of Canada has raised its benchmark interest rate, a move that will increase the cost of borrowing for Canadians with variable-rate mortgages and lines of credit.

07/10/2018

It's great to see videos like this. Hopefully it will help special needs children feel more included.
Please like and share

Address

666 Kirkwood Avenue
Ottawa, ON
K1Z5X8

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