Dan McIntosh, Financial Planning Specialist

Dan McIntosh, Financial Planning Specialist Providing financial advice, wealth management, risk management, employee benefits, pensions. Working with me is about much more than just picking investments.

I provide education, advice, products and service to help you reach your goals. I can help;

• Save for retirement and know how much you’ll need
• Save for your children’s education
• Save for emergencies
• Save for large purchases
• Purchase a home
• Manage your budget/spending
• Manage your debt
• Plan your retirement income
• Ensure you won't run out of money
• Plan your estate
• Reduce taxes

Paying for mortgage life insurance?There's a few things you should know!
01/05/2024

Paying for mortgage life insurance?
There's a few things you should know!

11/30/2023
We have the opportunity now to transition online learning from something done purely out of necessity to a truly powerfu...
05/14/2021

We have the opportunity now to transition online learning from something done purely out of necessity to a truly powerful educational training tool.

Use LinkedIn Pages to generate brand awareness with like-minded professionals and create credibility for your small busi...
05/11/2021

Use LinkedIn Pages to generate brand awareness with like-minded professionals and create credibility for your small business.

With the 2020 tax season behind us, the focus should now turn to how to minimize taxes on investment income for 2021. As...
05/05/2021

With the 2020 tax season behind us, the focus should now turn to how to minimize taxes on investment income for 2021. As CIBC's Jamie Golombek explains, a good place to start is ensuring your TFSA is fully topped up.

Taxpayer who claimed he never received the email loses case and has to pay $1,165 penalty tax

The preliminary estimate for the first three months of the year was better than the contraction first forecasted months ...
05/03/2021

The preliminary estimate for the first three months of the year was better than the contraction first forecasted months ago, but still represents a slowdown from the 9.6 per cent annualized growth seen over the last three months of 2020.

The Canadian economy grew at an annual rate of 6.5 per cent through the first quarter of the year, Statistics Canada said Friday, bringing the country tantalizing close to reaching pre-pandemic output.

The World Economic Forum’s Global Gender Gap Report, which was released one year after the onset of Covid-19, shed light...
05/03/2021

The World Economic Forum’s Global Gender Gap Report, which was released one year after the onset of Covid-19, shed light on the pandemic’s disproportionate effect on women.

The World Economic Forum’s Global Gender Gap Report, which was released one year after the onset of Covid-19, shed light on the pandemic’s disproportionate effect on women. It will now take 135.6 years to close the gender gap worldwide. Progress may skip a generation.

Put your money to work and help you achieve your financial goals with this key investing habit.
05/03/2021

Put your money to work and help you achieve your financial goals with this key investing habit.

Put your money to work and let it help you achieve your financial goals with this key investing habit.

The global economy will enjoy its strongest growth on record over the next four quarters, as the recovery continues from...
04/30/2021

The global economy will enjoy its strongest growth on record over the next four quarters, as the recovery continues from the deepest recession since World War II. Watch more here:

As supply remains tight in the Canadian housing market, a recent CIBC survey finds that most homeowners say the pandemic...
04/30/2021

As supply remains tight in the Canadian housing market, a recent CIBC survey finds that most homeowners say the pandemic has not changed their intentions of staying put. Many are choosing to use their accumulated savings to renovate their current property.

As supply remains tight in key regions of the Canadian housing market, a recent CIBC survey finds that most homeowners say the pandemic has not changed their intentions of staying put, with many...

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Saint Thomas, ON

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