Colton is an Investment Advisor Associate with Rockmoor Wealth Management, supporting the firm’s client relationships. Colton comes from a wealth management background, having worked as an Investment Advisor Associate with Raymond James Ltd., and as an Associate with Maxam Capital, a Registered Portfolio Management firm in Vancouver, BC. Colton is also a Chartered Investment Manager (CIM)®.
Colton’s educational background includes earning his Bachelor of Science while attending American International College (AIC) on a full NCAA Division I hockey scholarship and the University of Victoria. While at AIC, Colton won the Student Excellence award for having the top GPA within his major and was named to the 2012-13 Atlantic Hockey All-Academic Team.
In his free time, Colton is a volunteer hockey coach with the Hollyburn Huskies in West Vancouver and enjoys mountain biking and skiing with his fiancé, Kristi.
The end of 2022 is quickly approaching – which means for business owners, it’s time to review tax tips and strategies to maximize your benefits.
The end of 2022 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes.
We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for:
• Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs.
• Families, including how to claim childcare expenses and make the most of RESPs.
• Retirees, including essential details about applying for CPP and OAS.
For incorporated professionals, making sure your business is financially protected can be overwhelming. Incorporated Professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role.
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Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.