by Benjamin Lewandowski, CFP, CIM | Oct 18, 2023 | Financial Advisors, Financial Planning
Whether you’ve been investing for years or are now deciding to grow your wealth, working with a financial advisor can help you focus your plan and reach your goals. Each financial situation is unique, but 10 questions you could ask your financial advisor include: How...
by Benjamin Lewandowski, CFP, CIM | Aug 15, 2023 | Financial Planning
Saving for retirement can be an important part of a person’s life, and group savings plans are often great for both individual financial planning and businesses because they can provide benefits for employees and their employers. The advantages of group savings plans...
by Arif Kanji, CFP, CLU | Jun 15, 2023 | Financial Planning, Retirement Planning
There isn’t a one-size-fits-all answer to financial planning for your retirement. But an insured retirement plan can make a great addition to your overall financial plan in many cases. This, combined with contributing as much as you can to tax-free savings plans...
by Arif Kanji, CFP, CLU | Apr 18, 2023 | Financial Planning, Taxes
Spring has come, meaning it’s time to file your taxes. After a long year of investing, it’s worth putting in extra effort to maximize your tax return. Understanding the Canadian tax code can take some time. An experienced financial team can help, but you can also...
by Benjamin Lewandowski, CFP, CIM | Apr 17, 2023 | Financial Planning, Taxes
As a high-income earner, you may be aware taxes can take a significant chunk of your income. However, there are several advanced tax strategies you can implement to reduce your tax burden and keep more money in your pocket. Advanced tax strategies for high-income...
by Arif Kanji, CFP, CLU | Mar 6, 2023 | Financial Planning, Investing
The economy is always changing. Interest rates rise and fall, and peoples’ financial situations change along with them. While periods of inflation make it more difficult to borrow money, it is possible to prosper by making the right decisions at the right times. You...
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