by Rockmoor Wealth | 2022, Blog, Financial Planning
2022 Financial CalendarWelcome to our 2022 financial calendar! This “at a glance” document lists important dates, including when government benefits are distributed and tax filing deadlines. Be sure to bookmark this or add the dates listed to your personal...
by Rockmoor Wealth | Blog, Financial Planning, investment
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments you can choose from. For a lot of people, this amount of choice can be overwhelming. Fortunately, an investment advisor can...
by angelina | 2021, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Students, Corporate, Debt, Family, financial advice, Financial Planning, incorporated professionals, Individuals, personal finances, Professional Corporations, tax
On April 19, 2021, the Federal Government released their 2021 budget. We have broken down the highlights of the financial measures in this budget into three different sections: Business Owners Personal Tax Changes Supplementary Highlights Business Owners Extending...
by angelina | 2020 Only, Blog, Business Owners, Coronavirus, Coronavirus - Practice Owners, Corporate, Estate Planning, financial advice, Financial Planning, incorporated professionals, investment, Professional Corporations
It’s a great time to review your business finances now that we are nearing year-end. Your business may be affected by recent tax changes or new measures to help with financial losses due to COVID-19. Figuring out the tax ramifications of these new measures can...
by angelina | Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Corporate, Disability, Financial Planning, RDSP, tax
On November 30, Finance Minister Chrystia Freeland provided the government’s fall economic update. The fall economic update provided information on the government’s strategy both for dealing with the COVID-19 pandemic and its plan to help shape the recovery. We’ve...
by angelina | 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:...
