by Financial Tech Tools | Jul 31, 2022 | Blog, Financial Planning, investment
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments for investors to choose. However, this amount of choice can be overwhelming. Fortunately, an investment advisor can help you...
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...
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...
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...
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...