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Rockmoor Wealth Management
  • Corporate Services
    • Corporate Financial Planning
    • Corporate Insurance
    • Corporate Investments
    • GIC & High Interest Savings
  • Personal Services
    • Personal Financial Planning
    • Personal Insurance
    • Personal Investments
    • GIC & High Interest Savings
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Registered Education Savings Plan

Registered Education Savings Plan

by Rockmoor Wealth | Blog, investment, Registered Education Savings Plan

Benefits of opening an Registered Education Savings Plan:Benefit from tax-free savingsProvided that the earnings that you make from investments are not withdrawn from the RESP, you will not pay any tax on them, giving you the opportunity to grow your savings...
Registered Education Saving Plan- Video

Registered Education Saving Plan- Video

by Rockmoor Wealth | Registered Education Savings Plan

2021 Financial Calendar

2021 Financial Calendar

by Rockmoor Wealth | 2021, Blog, personal finances, RDSP, Registered Education Savings Plan, Retirement, RRSP, tax, Tax Free Savings Account

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...
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:...

Latest News

  • First Home Savings Account (FHSA): What You Need to Know
  • Investing as a Business Owner 2023
  • Registered Education Savings Plan
  • Understanding Tax-Free Savings Accounts (TFSAs)
  • Retirement Planning

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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Contact

1-250-618-0386

Info@RockmoorWealth.com

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

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