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Do you have enough for retirement?

Do you have enough for retirement?

by Financial Tech Tools | Jun 30, 2022 | Blog, pension plan, retirees, Retirement, RRSP, Tax Free Savings Account

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...
6 Steps to Retirement Success

6 Steps to Retirement Success

by Financial Tech Tools | May 31, 2022 | Blog, Business Owners, Family, investment, retirees, RRSP, Tax Free Savings Account

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources of...
Essential tips and tricks for paying less tax and keeping more of your retirement income

Essential tips and tricks for paying less tax and keeping more of your retirement income

by Financial Tech Tools | Apr 30, 2022 | Blog, Retirement

Essential tips and tricks for paying less tax and keeping more of your retirement incomeMost of your retirement income sources are taxable; Canadian Pension Plan (CPP), your personal pension plan (if you have one) and income from your RRIFs. However, if you’ve set up...
2022 Ontario Budget Highlights

2022 Ontario Budget Highlights

by Financial Tech Tools | Apr 29, 2022 | 2022, Blog, Ontario Only

Ontario 2022 Budget HighlightsOn April 29, 2022, Ontario’s Minister of Finance delivered the province’s 2022 budget, based on five different pillars. No Changes To Corporate or Personal Tax RatesBudget 2022 did not introduce changes to Ontario’s...

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LET’S TALK

We talk about your financial priorities, what matters most to you and how we help.

YOUR RETIREMENT PLAN

We craft and implement a plan tailored to your needs. 

RETIRE COMFORTABLY

Retire comfortably, knowing you have financial security.

CONTACT US

Hal McInerney
President, WMS Financial

Financial Peace of Mind Today and in Retirement
CONTACT US

Contact Us

T: (778) 834-5512
E: clientservice@wmsfinancial.ca

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

 

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