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Year-end tax planner: looking back at 2017 and forward to 2018

Federal highlights Disability Tax Credit – As of March 22, 2017, nurse practitioners have been added to the list of medical practitioners who can certify eligibility for the disability tax credit. Medical Expense Tax Credit – Certain costs related to the use of reproductive technologies now qualify for the medical expense tax credit for 2017 Read more about Year-end tax planner: looking back at 2017 and forward to 2018[…]

Why Family Financial Planning is Important for Young Couples

Family financial planning is essential to getting the great start all young couples hope for. You bring to your relationship dreams for a long and happy union. As well, each of you brings a unique set of financial challenges, benefits, and priorities to talk about and address. These can include: * Student loans * Vehicle Read more about Why Family Financial Planning is Important for Young Couples[…]

10 reasons Financial Planning is important with Young Families!

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. Here are ten powerful reasons why financial planning – with the help of an expert fee based financial  planner – will get you where you want to be. Income: It’s possible to manage income more Read more about 10 reasons Financial Planning is important with Young Families![…]

Are financial planners a necessary part of your future?

Good financial advice can be hard to find, but does every Canadian really need to hire their own financial planner? Everyone has some form of assets and liabilities, but it’s the complexity of their personal balance sheet that should be a determining factor. If your financial situation is as simple as putting aside money for Read more about Are financial planners a necessary part of your future?[…]