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Category: Investment

2022 Federal Budget Highlights

April 8, 2022Blog, Insurance, InvestmentRosetta Springer

On April 7, 2022, the Federal Government released their 2022 budget. Our article contains highlights of the various financial measures in this budget, divided into these sections:
• Housing
• Alternative minimum tax
• Dental care
• Small businesses
• Tradespeople
• Canada Growth Fund
• Climate
• Bank and insurer taxes

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The Five Steps to Investment Planning

October 1, 2021Blog, Financial Planning, InvestmentRosetta Springer

An investment advisor can help you figure out what the right investment choices are for you.
The five steps to investment planning are:
• Meeting your investment advisor
• Determining your goals and expectations
• Developing your investment plan
• Implementing your investment plan
• Monitoring the plan
The sooner you start planning for retirement, the sooner you can get there! An investment advisor can help you get there quicker.

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Investing as a Business Owner

March 3, 2021Blog, Business Owners, corporate, Investment, RRSP, Tax Free Savings AccountRosetta Springer

Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.

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Business Owners: 2020 Tax Planning Tips for the End of the Year

December 11, 20202020 Only, Blog, Business Owners, Coronavirus, Coronavirus - Practice Owners, corporate, Estate Planning, financial advice, Financial Planning, incorporated professionals, Investment, Professional CorporationsRosetta Springer

It’s a great time to review your business finances now that we are nearing year-end. We have listed some of the critical areas to consider and provide you with some helpful guidelines to make sure that you cover all the essentials. We have divided our tax planning tips into four sections:

– Year-end tax checklist
– Remuneration
– Business tax
– Estate

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10 Essential Decisions for Business Owners

November 1, 2020Blog, Business Owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, taxbusiness ownersRosetta Springer

Business owners are busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.

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The Difference between Segregated Funds and Mutual Funds

October 1, 2020Blog, Business Owners, InvestmentRosetta Springer

Segregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should consider like Maturity and Death Benefit Guarantees.

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6 Steps to Retirement Success

August 5, 2020Blog, Business Owners, Family, Investment, Retirees, RRSP, Tax Free Savings AccountRosetta Springer

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

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Tax Loss Selling

April 2, 20202020 Only, Blog, Coronavirus, Investment, taxRosetta Springer

Over the last few weeks, the financial market has taken a downturn amidst fears over Coronavirus.

Understandably, you are concerned with your portfolio, it’s important to stay level-headed to avoid making financial missteps. However, staying level-headed doesn’t necessarily mean you sit there and do nothing. In fact, one consideration you can look is taking an active tax management approach.

Tax loss selling is a strategy to crystallize or realize any capital losses in your non-registered accounts so it can be used to offset any capital gains.

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Coronavirus & Market Uncertainty – $82 billion in aid for Families and Businesses

March 18, 20202020 Only, Blog, InvestmentRosetta Springer

On March 18th, the Prime Minister, Justin Trudeau, announced a further $82 billion in support including $27 billion in direct support for Canadian workers and businesses. This is in addition to the $20 billion announced days earlier which includes $10 billion available through the Business Development Bank of Canada (BDC) to help small and medium-sized businesses.

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Coronavirus & Market Uncertainty – Federal Government $20 billion economic aid package

March 16, 20202020 Only, Blog, InvestmentRosetta Springer

On March 13th, the Prime Minister, Justin Trudeau, outlined Canada’s response to COVID-19 including new investments to help protect Canadians and businesses. The total value of an aid package could be up to $20 billion across the country which includes $10 billion available through the Business Development Bank of Canada (BDC) to help small and medium-sized businesses. Here are some details of the programs they are funding:

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Recent Posts

  • Federal Budget 2023 Highlights
  • Ontario 2023 Budget Highlights
  • Financial Advice for Business Owners
  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar

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Contact Us

Springer Financial
Rosetta Springer
Financial Advisor

647-993-8236
info@rosettaspringer.com

707 St. Clair Avenue Suite 520
Toronto, Ontario
M6C 4A1

Latest News

  • Federal Budget 2023 Highlights
  • Ontario 2023 Budget Highlights
  • Financial Advice for Business Owners
  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar

About

Clients are always surprised at the simplicity of my financial solutions. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals. I feel lucky to do this work; I get to help people from all walks of life that are doing well in the world.

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