Jeffery Doneza - Financial Security Advisor

Jeffery Doneza - Financial Security Advisor I will work with you to better understand your financial goals and to
develop a clear understanding

The Liberals promised in their 2019 election platform to raise the CPP and QPP survivor’s benefit by 25%. The matter was...
07/14/2024

The Liberals promised in their 2019 election platform to raise the CPP and QPP survivor’s benefit by 25%. The matter was studied as part of the 2022–2024 Triennial Review of the CPP.

A look at the status of major tax proposals from the Trudeau government

Here’s the advice of a financial planner for someone approaching retirement, who has a defined benefit pension and wishe...
07/12/2024

Here’s the advice of a financial planner for someone approaching retirement, who has a defined benefit pension and wishes to support his children.

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains ...
07/12/2024

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains tax at any rate.

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains tax at any rate.

07/06/2024

Cuisine has rapidly progressed through different generations, and equipment and technology advancement has been detected tremendously. To many Gen Z, foods that Boomers enjoyed are not as enjoyable as before, maybe because Gen Z's tastes are more inclined ... https://ow.ly/vTY550StQH1

This article is a little more speculative than fact based but if you own your home, you should read this.
07/06/2024

This article is a little more speculative than fact based but if you own your home, you should read this.

Time and again the Trudeau Liberals flirt with the idea that the sale of your primary residence should be taxed in the name of fairness.

07/05/2024

Millennials are purportedly poised to be the wealthiest generation in history, but are they ready to handle the vast inflow of money? https://ow.ly/Tbnl50StQFV

Many Canadian banks and credit unions offer startup business loans through the Canada Small Business Financing Program (...
07/04/2024

Many Canadian banks and credit unions offer startup business loans through the Canada Small Business Financing Program (CSBFP). This government-backed loan provides up to $1.15 million for eligible businesses with revenue under $10 million (excluding farms).

We explain everything you need to know if you want a loan to start your business.

By the end of this article, we will reveal exactly when a GIC is worth your time and money—and when it’s best to look fo...
07/03/2024

By the end of this article, we will reveal exactly when a GIC is worth your time and money—and when it’s best to look for another type of investment.

Forbes Advisor Canada lets you know under what circumstances you should invest in a GIC.

07/03/2024

At every age, we see that as we move into the future, families will become smaller,” Alburez-Gutierrez told HuffPost. For example, a 65-year-old woman in 1965 could be expected to have 41 living relatives, https://ow.ly/3wVi50StQz3

DIY investing allows you to manage your investments without professional help, offering flexibility and potentially lowe...
07/02/2024

DIY investing allows you to manage your investments without professional help, offering flexibility and potentially lower costs. It requires knowledge, discipline, and the right tools and technical knowledge.

Your Home, Your News. Watch CTV News Vancouver local news LIVE right here.

Are you considering an EV for your next vehicle and living in Manitoba?  Check to see whether your purchase will qualify...
07/02/2024

Are you considering an EV for your next vehicle and living in Manitoba? Check to see whether your purchase will qualify for the provincial rebate.

Province of Manitoba

https://ow.ly/vkcT50StQtI
07/02/2024

https://ow.ly/vkcT50StQtI

Planning a staycation, a camping trip or an international getaway this summer? These tips will help ensure you don’t break the bank.

Address

60 Osborne Street N
Winnipeg, MB
R3C1V3

Alerts

Be the first to know and let us send you an email when Jeffery Doneza - Financial Security Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share