My competitors are taxes, debt, death, illness and injury. Meet with me before they meet with you.
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Thursday, April 25, 2024
Taxes and Debt. The biggest impediments to your wealth. Let's consider a common scenario. Jack and Jill Hill are saving for retirement. They have decided to use a GIC – Guaranteed Investment Certificate. Guaranteed Investment Certificates (GICs) are secured investments. This means that you get back the amount you invest at the end of your term. At the end of a specified time period (term) interest is payable. If that GIC is outside a Registered Plan the interest earned becomes taxable. Interest income is taxed at an... more
BREAKING NEWS the Canada Revenue Agency (CRA) will not require bare trusts to file a T3 Income Tax and Information Return (T3 return), including Schedule 15 (Beneficial Ownership Information of a Trust), for the 2023 tax year, unless the CRA makes a direct request for these
This coming Saturday March 23rd you can find me at the Easter Craft and Vendor show. Located at the Port McNicoll Community Centre. Have questions? Pop by.
Posted at 03:13 PM
Monday, March 18, 2024
Are you covered?
Are you self employed? Working a job without benefits? Have a job with limited benefits that only protect you at work?
Accidents and Sicknesses happen every day! What would you do if it happened to you?
Disability Insurance, is meant to provide you with an income when you can't work due to an injury or illness.
Benefits are paid monthly after a certain waiting period (if applicable) has passed. The benefit is paid for the period of time you are disabled up to the maximum... more
Tax Season is a good time for a Financial Review. Helping you with whatever life throws at you. • Life changes: marriage, divorce, or expecting a newborn • Losing or switching jobs / careers • Financial windfalls: winning the lottery or inheritance • Debt stacking or consumer proposal This isn't an exhaustive list. What about goals such as saving for a house and investing for retirement? Accepting New Clients Learn more here: https://tinyurl.com/msmithefg #insurance... more
Posted at 04:49 AM
Friday, March 15, 2024
Tax Season is a good time for a Financial Review. Helping you with whatever life throws at you. • Life changes: marriage, divorce, or expecting a newborn • Losing or switching jobs / careers • Financial windfalls: winning the lottery or inheritance • Debt stacking or consumer proposal This isn't an exhaustive list. What about goals such as saving for a house and investing for retirement? Accepting New Clients Learn more here: https://tinyurl.com/msmithefg #insurance... more
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Taxes and Debt. The biggest impediments to your wealth. Let's consider a common scenario.
