Financial Well Being

08/26/2021

04/08/2021

A week spent on putting a plan together for clients. A succession plan to cut their tax bill by $30k for this year and years ahead.

This is why we call it financial planning for life!

02/04/2021

RRSP DEADLINE March 1, 2021
TFSA $6,000
If you never contributed: $75,500.
Make money on your money and never pay taxes!!

03/20/2020

Raw information about what’s available to you via Government during Covid crisis:
(I attached the link below)
Government is injecting $82-Billions in this’

1. Emergency Care Benefit up to $900 bi-weekly up to 15 weeks for eleigibke Canadians.

2. Temporary Increase in Child Tax Benefit $300 extra in May payment

3.$400-$600 one time payment for low income individuals/families

4. Student Loans - 6 months interest free moratorium on student loan repayments

5. RRIF - reducing minimum withdraw (due to volatility)

6.Flexibility for tax payers are- small employer temporary wage subsidy up to $1,375 per employee

7. Mortgage Default - case to case basis

Search ‘Canada’s COVID-19 Economic Response’ and only read information from:

https://www.canada.ca/en/department-finance/economic-response-plan.html

Le site Web du gouvernement du Canada fournit un point d'accès complet à tous les programmes, services, départements, ministères et organismes du gouvernement du Canada.

04/23/2019

Hello Friends,
I am looking for a part time motivated female (sorry) to help me with office work from home. I thought I offer the position here before having to post on other places and go through resume.
If you are interested or know someone interested write ‘interested’ below and I will contact you.
Susan

04/12/2019

This is great news to protect the consumers.

ON – April 11, 2019 – FP Canada welcomes the Ontario government’s commitment to introduce legislation to protect titles for financial planners and financial advisors in Ontario, as outlined in today’s 2019 provincial Budget. This represents a significant step towards improving consumer prote...

02/05/2019

Financial support from Mom and Dad has become a necessity for some young adults. Here's how to make sure the future looks bright for everyone.

02/04/2019

01/23/2019

A nationwide study provides important insight into the potentially life changing impact of financial planning for all Canadians, regardless of net worth. Explore the results now.

01/19/2019

The earlier you start the more easier the life.

If you think you don't need a financial plan because you're too young or its too early in your career, you're missing a big opportunity for your finances.

01/16/2019

[Via Quotes - purehappylife.com]