by Esther Sande | May 17, 2024 | Events
} When: Wednesday, May 29, 6:00pm – 7:00pm (MDT) What happens when your income becomes interrupted by illness or disability? In this webinar, we will go through the ways to protect your income from unexpected events. We’ll also have a guest speaker, a...
by Esther Sande | Apr 30, 2024 | Blog, Family, individuals, life insurance
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
by Esther Sande | Apr 24, 2024 | Events
} When: Thursday, April 25, 1:00pm – 2:00pm (MDT) Join us on our first webinar! We will talk about Building a Solid Financial Foundation including: The Rule of 72 The pillars of a solid financial foundation How you can be your own bank and maximize your...
by Esther Sande | 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...
by Esther Sande | Apr 17, 2024 | Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
