by Financial Tech Tools | Dec 3, 2024 | 2024, Blog, Financial Planning, individuals, tax
The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...
by Financial Tech Tools | Sep 2, 2024 | Blog, Debt, disability, disability insurance, Family, financial advice, Financial Planning, individuals, insurance, RDSP
Taking charge of your family’s financial well-being through effective budgeting is a crucial step in securing a brighter future. We’ll explore the significance of budgeting and provide practical tips to help you manage your money wisely while ensuring the...
by Financial Tech Tools | Aug 6, 2024 | Blog, Business Owners, disability, disability insurance, Family, farmers, financial advice, health benefits, incorporated professionals, individuals, insurance, Professionals
If you cannot work because you are seriously injured or ill, disability insurance will provide you with a monthly, tax-free income to help replace your lost wages. An injury does not have to be as blatant as a broken leg or arm – suffering from chronic pain or...
by Financial Tech Tools | Jul 2, 2024 | Blog, Debt, Family, financial advice, Financial Planning, incorporated professionals, individuals, investment, personal finances, Professionals
Life can throw unexpected events your way that can hit you in the wallet. Whether it’s falling ill, getting laid off, or facing hefty repair bills for your car or home, these situations can strain your finances. To stay ahead and avoid falling into debt,...
by Financial Tech Tools | Jun 3, 2024 | Accountants, Blog, Business Owners, Center of Influences, estate planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Financial Tech Tools | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
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