by Rockmoor Wealth | Blog, Family, Financial Planning, personal finances, RRSP, tax, Tax Free Savings Account
Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
by Rockmoor Wealth | Blog, Family, investment, Registered Education Savings Plan
Planning for your child’s education can be both exciting and overwhelming. The rising costs of post-secondary education make it important for parents and families to consider the financial tools available to help ensure children have the opportunity to pursue their...
by Rockmoor Wealth | Blog, Family, investment
The Registered Disability Savings Plan (RDSP) is a government-supported savings program tailored to help individuals with disabilities and their families secure financial stability. It is a powerful tool for long-term savings, offering unique benefits that can...
by Rockmoor Wealth | Blog, Debt, Family, financial advice, Financial Planning, incorporated professionals, Individuals, investment, personal finances, Professionals
Life can throw unexpected events your way that can hit you in the wallet. Whether it’s falling ill, getting laid off, or facing hefty repair bills for your car or home, these situations can strain your finances. To stay ahead and avoid falling into debt,...
by Rockmoor Wealth | Accountants, Blog, Business Owners, Center of Influences, Estate Planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, Individuals, insurance, investment, Life Insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Rockmoor Wealth | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, Individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
