#future

Corporate class mutual funds in a corporation

Case Study Scenario For the past 10 years, Mike has owned and operated a local construction company that has become highly successful. Due to this success, Mike has built up significant after-tax profits within his corporation and finds himself facing a decision: withdraw these funds now and invest them personally or leave the funds in…

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How much do Canadians need to save per year for retirement?

It’s hard enough for people to wrap their heads around saving and investing for retirement in normal economic times, so it’s no surprise how overwhelmed so many feel about their financial futures today. With inflation increasing the costs of everyday items and rising interest rates affecting the mortgage and other borrowing costs, budgets have gotten…

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2023 Bulletin on Quebec Social Legislation

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Why Life Insurance is Crucial for Young Adults: Protecting Your Future

In this article, we delve into the crucial topic of life insurance for young adults. While many young adults may not feel like they need life insurance, the reality is that unexpected tragedies can happen to anyone. By protecting your future with life insurance, you can ensure that your loved ones are financially secure if…

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IT’S YOUR FUTURE, YOUR MONEY, YOUR CHOICE We offer a variety of services, including budget planning, investment advice, and debt management. And our team of experienced professionals is here to answer any questions you may have. So don’t wait any longer, call us today and let us help you take control of your financial future!…

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IT’S YOUR FUTURE, YOUR MONEY, YOUR CHOICE…

IT’S YOUR FUTURE, YOUR MONEY, YOUR CHOICE You work hard for your money, it’s time for your money to work hard for you! Managing your risk, minimizing your costs & maximizing your growth are essential foundations to build your plan. Your goals are just that; YOURS. You are unique and your plan needs to fit…

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Unlock Your Financial Freedom with a TFSA

What is a TFSA? A Tax-Free Savings Account (TFSA) is a type of savings account that allows Canadians to save and invest their money without having to pay taxes on the investment income. This makes it an attractive option for those who want to save for retirement, save for a rainy day, or simply invest…

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Life Insurance: A Smart Way to Protect Your Family and Leave a Legacy

Life insurance is an important part of any family’s financial plan. It provides financial security and peace of mind in case of an unexpected event, such as the death of a family member. Life insurance can help protect your family from financial hardship in the event of an untimely death. For most families, life insurance…

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Should I contribute to a TFSA, an RRSP, or both?

Determining the best approach. The debate over whether to invest in a Registered Retirement Saving Plan (RRSP) or a Tax-Free Savings Account (TFSA) comes up every year. Both are excellent tools that allow you to shelter investments from taxes, and both have their place in a well-defined financial plan. Here are some factors to consider as…

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The ABC’s of ESG

You may be hearing the term “ESG” in the investing world more often. But what does it mean?ESG focuses on three core terms; Environmental, Social and Governance. Let’s find out more about each one.As concerns over environmental risks, such as climate change and loss of biodiversity increase, investors are looking for ways to support companies…

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