Free Help For Financial And Retirement Planning

06/24/2018

Do you want to learn more about tax and retirement planning strategies, contact Suman at 416-666-7368

What To Be Considered In The Financial Plan? A financial plan will help you meet your needs today and in retirement, and help protect you from the unexpected along the way. You need to review your financial plan every year. Here are five key financial products that should be included of your plan: 1...

05/21/2018

Would you like to save money without worrying about taxes? A Tax-Free Savings Account (TFSA) is an easy way to save and withdraw, without tax implications. 5 Great reasons to open a TFSA : 1. A TFSA is an easy way to save. ♦ A TFSA is designed for anyone aged 18 or older looking to save for a shor...

08/21/2017

Your tax liability depends on your tax margin. Your financial plan will help you to reduce or eliminate the tax. If you need more information, please call/text suman at 416-666-7368.

The biggest tax problem associated with a vacation property is the potential for capital gains tax upon either the sale, or gift of the property, or the death of the owner

01/24/2017

There are few programs available for guaranteed income for life. Call or text me at 416-666-7368 for more details.

You can only do so much to simulate what your life will be like when you’re no longer drawing a pay cheque, but give it a go. Test drive your retirement!

12/03/2015

11/14/2015

11/13/2015

Superstition: Why Friday the 13th is considered an especially unlucky day.

11/02/2015

Worried about volatile market and want to know if your investments are on the right track?

A FREE Financial Review can help you to start planning your financial future.

https://app.getresponse.com/site/financialreview/webform.html?wid=11638001&u=rzGC&mg_param3=4

10/28/2015

10/28/2015

Learn the basics of long-term care insurance and how it can protect your independence and retirement savings. Learn more at http://www.lifehappens.org/longte...