by afa | Sep 1, 2023 | 2023, Blog, Family, Financial Advice, Financial Planning, Registered Education Savings Plan
What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child’s post-secondary education. Notably, anyone can open an RESP for a...
by afa | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, individuals
On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
by afa | Jan 2, 2023 | 2023, Blog, Financial Planning, retirement, rrsp, Tax Free Savings Account
Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
by afa | Dec 6, 2022 | 2022, 2022 Only, Blog, Business Owners, Financial Planning, tax
Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary/Dividend MixAs a business owner, an essential part of tax...
by afa | Jul 5, 2022 | Blog, Financial Planning
The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at hand – in the form of a certified financial planner. A certified...
by afa | Apr 1, 2022 | Blog, Financial Planning, Investment
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments for investors to choose. However, this amount of choice can be overwhelming. Fortunately, an investment advisor can help you...
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