Shawn Gallman - Financial Planner

03/07/2023

Did you know that in 2022, 37.8% of self-employed businesses were run by women*?

*Women Entrepreneurship Knowledge Hub (WEKH)

02/23/2023

You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.

02/21/2023

Did you know that participating life insurance provides a combination of permanent life insurance (whole life insurance) protection and an opportunity for tax-preferred cash value growth? Want to know more?

02/17/2023

We work with you to help you navigate market risks so you can feel secure in your investment decisions. Let's talk.

02/16/2023

As your income goes up, so should your RRSP contributions. Let’s talk about how a small increase can make a huge difference.

02/14/2023

A growing number of people, especially wealthy ones, want their money to last for more than one generation. Careful tax and estate planning can ensure your legacy lasts.

A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy lasts. Visit sunlife.ca to learn more.

02/09/2023

There are different reasons to buy life insurance, including using it to help fund your children’s education. Contact me today to learn to discuss further.

02/07/2023

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.

02/03/2023

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.

02/02/2023

A decumulation plan can turn your savings into income, help you pay less tax, make your money last and give you peace of mind.

Do you know how to turn your savings into income in retirement? Read more to learn.

01/31/2023

Are you a business owner or executive looking to save for retirement? An individual pension plan may be right for you. Let’s talk.

Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is right for you.

01/26/2023

Did you know?

The government matches up to 20% of your annual contributions to your child’s RESP, up to $500 per year?

Don’t miss out on free money. Get your RESP started today!