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TFSA versus RRSP – What you need to know to make the most of them in 2023

TFSA versus RRSP – What you need to know to make the most of them in 2023

by Financial Tech Tools | Feb 2, 2023 | 2023, Blog, RRSP, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following: The differences in...
Retirement Planning for Employees

Retirement Planning for Employees

by Financial Tech Tools | Jan 31, 2023 | Blog, Family, health benefits, life insurance, retirees

When thinking about retirement, it can be overwhelming to figure out all the numbers, like what age you’re going to retire, how much money you need and how long do you need the money to last. We’ve put together an infographic checklist that can help you...
2023 Financial Calendar

2023 Financial Calendar

by Financial Tech Tools | Jan 2, 2023 | 2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account

  Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
2022 Year End Tax Tips and Strategies for Business Owners

2022 Year End Tax Tips and Strategies for Business Owners

by Financial Tech Tools | Dec 6, 2022 | 2022, 2022 Only, Blog, Business Owners, Financial Planning, tax

Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary/Dividend MixAs a business owner, an essential part of tax...
2022 Personal Year-End Tax Tips

2022 Personal Year-End Tax Tips

by Financial Tech Tools | Dec 5, 2022 | 2022 Only, Blog, Individuals

The end of 2022 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered four different major types of 2022 personal tax tips:Investment...
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Hal McInerney
President, WMS Financial

Financial Peace of Mind Today and in Retirement
CONTACT US

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

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

 

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