February Newsletter

Mar 01, 2016 (0) comment

It’s almostScreen Shot 2016-03-01 at 2.57.16 PM TAX TIME!

Every transaction you do in your business has tax implications. Our staff can review those transactions and interpret tax regulations to ensure your tax return is prepared accurately while paying the least amount of taxes possible.

Are you certain you’ve been taking advantage of all the available tax exemptions for you and your family? Is your personal tax return getting more complicated due to capital gains, university students, part time jobs, etc.? Perhaps it’s time to have a professional prepare your personal tax return. Our team is able to help ensure you receive the best tax return possible.

Personal tax returns – as low as $80

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Travelling this winter?
Make sure that you are prepared for any emergency. Contact our brokers to ensure you have sufficient coverage for those unexpected incidents.

INVESTMENTSScreen Shot 2016-03-01 at 3.00.19 PM
Today’s investment market can be overwhelming with the endless investment options. Our financial advisors can help you navigate those options by designing an investment portfolio that will meet both your short and long term goals.

RRSP – An RRSP is a great way to save for your future. They allow your money to grow on a tax-deferred basis while taking advantage of an immediate tax reduction. Start saving with an RRSP today. Call us to book an appointment.

RESP – A post-secondary education can be expensive so investing in your child’s future early is a perfect way to manage those expenses. RESPs offer an effective, flexible savings plan. Give us a call so we can help you find a way to contribute to an RESP without jeopardizing retirement planning and daily cash flow.

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