by Financial Tech Tools | Jan 1, 2025 | Blog, Family, Financial Planning, personal finances, RRSP, tax, Tax Free Savings Account
Welcome to our 2025 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 Financial Tech Tools | Dec 2, 2024 | Blog, disability, Family, investment
Registered Disability Savings Plan (RDSP) ExplainedPlanning for the future financial security of individuals with disabilities is a priority for many families. The Registered Disability Savings Plan (RDSP) is a valuable tool that offers long-term financial security...
by JR Financial Brokerage | 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 JR Financial Brokerage | 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...