by Be Protected | Dec 1, 2025 | 2025, Blog, financial planning, individuals, tax
2025 Personal Year End Tax Tips The end of 2025 is approaching fast — and that means it’s time to get organized before tax season. By reviewing your finances now, you can take advantage of tax-saving opportunities before December 31 and start the new year with...
by Be Protected | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Be Protected | Oct 31, 2025 | Blog, individuals, insurance, life insurance
At different stages of life, the need for life insurance will vary, here’s a list of reasons for life insurance:Young Singles/Young Couples- cover off any debt including debts with co-signers, final expenses, does your family history have significant...
by Be Protected | Jun 30, 2025 | Blog, Family, individuals, life insurance
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
by Be Protected | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, investment, pension plan, personal finances, Professionals, tax
The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...
by Be Protected | Mar 4, 2025 | 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...
