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Financial Planning For Self-Employed Contractors

Financial Planning For Self-Employed Contractors

by Financial Tech Tools | Aug 6, 2024 | Blog, Business Owners, Financial Planning, insurance, investment

Financial Planning for Self-Employed ContractorsBeing a self-employed contractor can bring you a large cash flow and the satisfaction of being your own boss – but it can also make financial planning more complicated than being an employee. When creating a financial...
The Six Steps to Financial Planning

The Six Steps to Financial Planning

by Financial Tech Tools | Jul 1, 2024 | Blog, Financial Planning

The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at hand – in the form of a certified financial planner. A certified...
How To Use Insurance To Provide Your Family With Financial Protection

How To Use Insurance To Provide Your Family With Financial Protection

by Financial Tech Tools | Jun 3, 2024 | Blog, life insurance

How To Use Insurance To Provide Your Family With Financial Protection The 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...
Estate Planning for Blended Families

Estate Planning for Blended Families

by Financial Tech Tools | May 1, 2024 | Blog, Family, financial advice, Financial Planning, insurance, investment

Blended families – where two people get married but have children from previous relationships – are becoming more common. It can be challenging enough to take care of the everyday logistics; from where to live to making sure everyone gets along. So trying to make sure...
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

by Financial Tech Tools | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, Individuals, investment, retirees, Retirement

With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
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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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