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What’s a Financial Plan?

Jul 30, 2019

A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.

Key Person Insurance

Jun 29, 2019

As a business owner, you've built a successful business, if you to any of your key employees or shareholders become critically ill, disabled or pass away, this could have a significant impact on your business. Contact us for a complimentary review.

Financial Advice

Jun 03, 2019

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

When and Why You Should Conduct an Insurance Audit

May 01, 2019

As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.

Why provide an employee benefits plan?

Apr 01, 2019

Business owners are increasingly recognizing the key importance of implementing employee benefit plans in their organization

2019 Federal Budget

Mar 21, 2019

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

Manitoba Budget for 2019

Mar 08, 2019

The big news from the Manitoba Budget today was the reduction of the Provincial Sales Tax (PST) from 8% to 7%

2019 Tax Calculator

Mar 01, 2019

Calculate your combined Provincial and Federal Tax in your Province

RRSP Tax Savings deadline – March 1, 2019

Feb 21, 2019

If you want to see how much tax you can save contributing to your RRSP for the 2018 tax filing year, enter your details!

Comparing TFSA’s and RRSP’s – 2019

Feb 01, 2019

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features