Sweeney Bride Strategic Wealth Advisory

Sweeney Bride Strategic Wealth Advisory Helping you unlock your financial potential & eliminate uncertainty so you can live life confidently.

3 myths about saving for retirement:1️⃣ Your cost of living will be lower in retirement - This often isn't realistic any...
10/13/2023

3 myths about saving for retirement:

1️⃣ Your cost of living will be lower in retirement - This often isn't realistic anymore. From longer lifespans, to taking care of adult children financially, the cost of living often doesn't decrease in retirement.

2️⃣ An RRSP is all you need - often times Canadians will not just rely on an RRSP, but several different income sources such as CPP, OAS, and company pensions.

3️⃣ 1 million dollars is all you need to retire - This isn't true for everyone, depending on your lifestyle, mortgage, and other various expenses, you may need to consider a higher amount to suit you personally.

Are you considering retiring in the near future? Contact us 🔗 https://bit.ly/3rLPJOq

10/12/2023

Ever wondered how you would take maternity or paternity leave while being self employed? Hannah has a few tips for you. 👇

It's officially fall 🍂 The perfect time of year to cozy up with a new book and expand your knowledge. Here are a few of ...
10/11/2023

It's officially fall 🍂 The perfect time of year to cozy up with a new book and expand your knowledge.

Here are a few of our favourite finance reads:
1. The Psychology of Money by Morgan Housel
2. You Need A Budget by Jesse Mecham
3. Financial Feminist by Tori Dunlap

Your portfolio should be uniquely yours, tailored to your specific goals. 💰By understanding your current and future need...
10/09/2023

Your portfolio should be uniquely yours, tailored to your specific goals. 💰

By understanding your current and future needs, your tolerance for risk and your time horizon, we can align your portfolio with your purpose, giving you confidence that your future needs will be met.

Contact us 🔗 https://bit.ly/3rLPJOq

10/06/2023

3 key things that you need to know as an incorporated business owner in BC, Canada.

1️⃣ Shareholder Agreements - Minimize and prevent problems between shareholders that may arise due to unforeseen events. Can help address what happens if a shareholder wants to sell their shares and leave the business, or how the shares are dealt with on death or disability.

2️⃣ Passive Income Taxation - Investments in a corporation generate passive investment income, which is taxed differently from the business’s income from operations. If a portfolio is not designed properly, it can lead to more tax being paid than would otherwise be necessary.

3️⃣ Small Business Deduction - Active business income under $500k is taxed at 11% in BC. Income over this threshold is taxed at the general rate of 27% in BC. This is called the small business limit. Canadian corporations with net passive income over $50,000 or taxable capital over $10,000,000 have their small business limit reduced or eliminated.

Learn more 🔗 https://bit.ly/45Xg4YB

10/03/2023

Have you ever used the 4% rule for retirement planning? Here's why it may not be so helpful in certain circumstances.

Make working optional and control your time. Determine how and where you want to live your life and we will help you dis...
10/02/2023

Make working optional and control your time. Determine how and where you want to live your life and we will help you distribute your assets and income to maximize your lifestyle and live life on your own terms. 🤝

https://bit.ly/3rLPJOq

Have you thought about the process of withdrawing from your RESP recently? 🤔Learn more about withdrawing from an RESP 🔗 ...
09/29/2023

Have you thought about the process of withdrawing from your RESP recently? 🤔

Learn more about withdrawing from an RESP 🔗 https://bit.ly/3R9Yw7G

09/27/2023

Have you heard of lifestyle inflation? Here's why you should consider thinking about it. 👇

09/26/2023

This is your sign to start investing in the things that matter to you. 🤝

09/25/2023

Happy Monday! Here's Hannah with 3 signs that indicate you might need a financial planner. 💰

Take our financial health questionnaire 🔗 https://bit.ly/3rLPJOq

09/14/2023

You might be familiar with asset allocation, which answers the question “how much of my portfolio is in stocks vs. bonds. vs. real estate vs. commodities vs. cryptocurrencies, etc.?”. However, asset location answers the question “which accounts do I hold them in and why?”.

Watch to learn why this difference is important 👇

Address

38139 2nd Avenue
Squamish, BC
V8B0A6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(604) 892-5131

Website

Alerts

Be the first to know and let us send you an email when Sweeney Bride Strategic Wealth Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category