by afa | Dec 6, 2022 | 2022 Only, Blog, Individuals
The end of 2022 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 four different major types of 2022 personal tax tips:Investment...
by afa | Dec 1, 2022 | Blog, business owners, Family, Individuals, Life Insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
by afa | Nov 1, 2022 | Blog, business owners, corporate, health benefits, Life Insurance, long term care, pension plan, RRSP, Tax Free Savings Account
As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
by afa | Oct 4, 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...
by afa | Sep 1, 2022 | Blog, tax
Don’t lose all your hard-earned money to taxesTax planning is an essential part of managing your money – both while living and after your death. You want to maximize the amount of money to your beneficiaries, not the government. We have three tips to help you reduce...
