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Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by Rockmoor Wealth | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Disability, disability insurance, Family, financial advice, Financial Planning, Health Benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
CERB transitions to NEW Recovery Benefits and EI

CERB transitions to NEW Recovery Benefits and EI

by Rockmoor Wealth | 2020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students

CERB extended by 4 weeks On August 20th, the Federal Government announced the extension of the Canada Emergency Response Benefit (CERB) by one month and the subsequent transition, on September 27th, to a simplified Employment Insurance (EI) Program for those who...
Apply starting Friday for Canada Emergency Student Benefit!  Help on the way for seniors.

Apply starting Friday for Canada Emergency Student Benefit! Help on the way for seniors.

by Rockmoor Wealth | 2020 Only, Blog, Coronavirus, Coronavirus - Retired, Coronavirus - Students, Retirement

Students can apply for $1,250 through the Canada Emergency Student Benefit starting Friday From canada.ca: “The Canada Emergency Student Benefit (CESB) provides financial support to post-secondary students, and recent post-secondary and high school graduates who...

Latest News

  • 2025 British Columbia Tax Rates
  • Tax Tips for Filing Your 2024 Income Tax Return
  • Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty
  • 2025 Canadian Controlled Private Corporation Tax Rates
  • 2025 Canada Money Facts

Head & Vancouver Island Office

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E: david@rockmoorwealth.com

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O: 250-667-4511
C: 250-618-0386
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E: colton@rockmoorwealth.com

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C: 604-619-2024

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

Vancouver Office

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E: jamie@rockmoorwealth.com

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C: 604-833-8852
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1160 – 1090 W Georgia Street, Vancouver, BC, V6E 3V7
Canada

Calgary Office

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E: steven@rockmoorwealth.com

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O: 403-228-3663
C: 587-228-5743
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218-4000 4th Street SE Building 200
Calgary, AB, T2G 2W3
Canada

Winnipeg Office

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E: Adam@RockmoorWealth.com

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C: 204-223-2166
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300-185 Carlton St,
Winipeg, MB, R3C 3J1

Canada

About Rockmoor Wealth Management

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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Disclaimer: Insurance products are offered and sold, jointly or separately through each separately licensed individual and/or their separately licensed companies and/or companies they are authorized to represent. Each are authorized to do business as LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management. They are as follows: David LeNeveu, LeNeveu Legacy Financial Inc., Steven LeNeveu, Randi Touhey, Norman Terrance Allan Gwilliam, TG Consulting Inc. & Colton Cyr. Where and when appropriate, David LeNeveu, Colton Cry, Steven LeNeveu, Jamie Mclean, Adam Henry, Norman Terrance Allan Gwilliam, and/or Randi Touhey and/or their companies or companies they are authorized to represent, jointly or separately, may refer a client to a Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. Please be advised that the individual(s) and/or their company and/or the companies they are authorized to represent will receive a referral fee for this referral. The fee and arrangement are fully disclosed and can be found in the documents provided by the Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. David LeNeveu & his operating company, LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management, Colton Cyr, & Steven LeNeveu are also a Deposit Broker Affiliate of Monarch Wealth GIC Services Inc. DBA GICdirect. If and when appropriate, they may suggest that you purchase a GIC from an appropriate Financial Institution. They and/or the company will be renumerated and may also receive ancillary compensation by the financial institution and/or Registered Deposit Broker, GICdirect, that provides the product you purchase

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