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Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by Investing with Purpose | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Disability, disability insurance, Family, financial advice, financial planning, Health Benefits, Pension Plan, RDSP, Registered Education Savings Plan, RRSP, Tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
How to Make the Best of Inheritance Planning

How to Make the Best of Inheritance Planning

by Investing with Purpose | Apr 1, 2019 | Blog, Charitable Gifting, Estate Planning, Family, Investment

How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
Getting the Best from a Financial Advisor

Getting the Best from a Financial Advisor

by Investing with Purpose | Jun 29, 2018 | Blog, Business Owners, Charitable Gifting, Corporate, Disability, Estate Planning, Family, Group Benefits, Health Benefits, Individuals, Investment, Life Insurance, Long Term Care, Pension Plan, Retirees, RRSP, Tax, Tax Free Savings Account, Travel Insurance

 Working with a professional to help you make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.   What can your financial advisor help you...

Through this COVID-19 uncertainty I am available for online Zoom Meetings or phone call meetings.
Please contact us directly for a meeting.

*Mutual funds provided through Sterling Mutuals Inc. 

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  • Personal Life Insurance Planning

    Personal Life Insurance Planning

    June 2, 2025
  • 2025 Ontario Budget

    2025 Ontario Budget

    May 19, 2025
  • 2025 Ontario Tax Rates

    2025 Ontario Tax Rates

    May 2, 2025
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    2025 Manitoba Tax Rates

    May 1, 2025
  • Tax Tips for Filing Your 2024 Income Tax Return

    Tax Tips for Filing Your 2024 Income Tax Return

    March 31, 2025

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  • Personal Life Insurance Planning June 2, 2025
    Wondering which type of life insurance is right for you? This article breaks down what each option covers, how it works, and what it’s commonly used for—so you can feel confident protecting your family’s future.
    Investing with Purpose
  • 2025 Ontario Budget May 19, 2025
    Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.
    Investing with Purpose
  • 2025 Ontario Tax Rates May 2, 2025
    2025 Ontario Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
    Investing with Purpose
  • 2025 Manitoba Tax Rates May 1, 2025
    2025 Manitoba Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
    Investing with Purpose
  • Tax Tips for Filing Your 2024 Income Tax Return March 31, 2025
    Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize your refund and avoid costly mistakes.
    Investing with Purpose

Mutual Funds Provided Through Sterling Mutuals Inc.

Insurance products and other related financial services are provided by Adam Aleshka & Investing With Purpose Ltd. as independent insurance agents and are not the business of or monitored by Sterling Mutuals Inc.

Investing With Purpose Ltd.

Adam Aleshka

Financial Advisor

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The contents of this website do not constitute an offer or solicitation for residents in the United States or any other jurisdiction where Sterling Mutuals is not registered or permitted to conduct business.

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Latest News

Personal Life Insurance Planning

Wondering which type of life insurance is right for you? This article breaks down what each option covers, how it works, and what it’s commonly used for—so you can feel confident protecting your family’s future.

2025 Ontario Budget

Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.

2025 Ontario Tax Rates

2025 Ontario Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!

2025 Manitoba Tax Rates

2025 Manitoba Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!

About Us

I think that the advisor/client partnership should be built on more than just “dollars and cents.” I feel as though it should be built upon mutual trust & transparency.  I feel as though the stronger our relationship is, the more likely it is that my clients will achieve their long term financial goals. I am seeking out more than just a typical transactional relationship with the families that I represent. I am seeking out long term partnerships with families committed to their long term financial success.

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