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Rockmoor Wealth Management
  • Corporate Services
    • Corporate Financial Planning
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    • Corporate Investments
    • GIC & High Interest Savings
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    • Personal Financial Planning
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    • GIC & High Interest Savings
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2023 Year-End Tax Tips and Strategies for Business Owners

2023 Year-End Tax Tips and Strategies for Business Owners

by Rockmoor Wealth | 2023, Blog, Business Owners, tax

2023 Year-End Tax Tips and Strategies for Business Owners Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner....
2023 Personal Year-End Tax Tips

2023 Personal Year-End Tax Tips

by Rockmoor Wealth | 2023, Blog, Individuals, tax

The end of 2023 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2023 personal tax tips:Investment...
Investing as a Business Owner 2023

Investing as a Business Owner 2023

by Rockmoor Wealth | 2023, Blog, Business Owners, Corporate, investment

Investing as a Business OwnerMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...
Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

by Rockmoor Wealth | 2023, Blog, Disability, tax

Tax Tips You Need To Know Before Filing Your 2022 TaxesThis year’s tax deadline is May 1, 2023, as April 30 falls on a Sunday this year. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. In this article, we’ll provide you...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by Rockmoor Wealth | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, Individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
TFSA versus RRSP – What you need to know to make the most of them in 2023

TFSA versus RRSP – What you need to know to make the most of them in 2023

by Rockmoor Wealth | 2023, Blog, RRSP, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following: The differences in...
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Latest News

  • 2023 Year-End Tax Tips and Strategies for Business Owners
  • 2023 Personal Year-End Tax Tips
  • First Home Savings Account (FHSA): What You Need to Know
  • Investing as a Business Owner 2023
  • Registered Education Savings Plan

About Rockmoor Wealth Management

Located in Nanaimo on Vancouver Island, Rockmoor Wealth Management is a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance.

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1-250-618-0386

Info@RockmoorWealth.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

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