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Investing as a Business Owner 2023

Investing as a Business Owner 2023

by Financial Tech Tools | Sep 1, 2023 | 2023, Blog, Business Owners, corporate, investment

Investing as a Business OwnerMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...
The Five Steps to Insurance Planning

The Five Steps to Insurance Planning

by Financial Tech Tools | Aug 1, 2023 | Blog, insurance, life insurance

The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...
Why A Buy-Sell Agreement Is Vital For Your Business

Why A Buy-Sell Agreement Is Vital For Your Business

by Financial Tech Tools | Jul 1, 2023 | Blog, Business Owners, Buy Sell

Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
Different types of life insurance explained

Different types of life insurance explained

by Financial Tech Tools | Jun 1, 2023 | Blog, insurance, life insurance

Different types of life insurance explainedYou may already have or are interested in life insurance because it can provide significant financial protection for you and your family. To get the best coverage that suits your needs and lifestyle, it is essential to be...
First Home Savings Account (FHSA): What You Need to Know

First Home Savings Account (FHSA): What You Need to Know

by Financial Tech Tools | May 1, 2023 | Blog, investment

The First Home Savings Account (FHSA) is a savings plan designed for first-time home buyers in Canada, which allows them to save up to $40,000 tax-free. Contributions to an FHSA are tax-deductible, similar to Registered Retirement Savings Plans (RRSP). Additionally,...
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Hal McInerney
President, WMS Financial

Financial Peace of Mind Today and in Retirement
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T: (778) 834-5512
E: clientservice@wmsfinancial.ca

1706-1200 Aberni St.
Vancouver, BC
V6E 1A6

 

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