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- Network of Professionals June 3, 2024As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.Investing with Purpose
- How To Use Insurance To Provide Your Family With Financial Protection May 1, 2024The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you die, are injured, or become ill: - Life insurance. - Critical illness insurance. - Disability insurance.Investing with Purpose
- Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates April 22, 2024Explore the upcoming 2024 Canadian tax changes affecting investors, business owners, and high-net-worth individuals. From capital gains adjustments to new incentives, stay informed with our comprehensive checklist.Investing with Purpose
- 2024 Federal Budget Highlights April 17, 2024On April 16, 2024, Canada's Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: • An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual […]Investing with Purpose
- Manitoba’s 2024 Budget Highlights April 3, 2024Manitoba's 2024 budget introduces vital tax changes and credits, including a new Homeowners Affordability Tax Credit and enhanced Fertility Treatment Tax Credit, aiming to support individuals and businesses alikeInvesting with Purpose