Growing Families

MY FAMILY IS GROWING, WHAT DO I NEED TO DO?

Growing Families

Who

Priorities

Who

Age 30 to 44
Starting to be established in career
Recently married/common-law relationship
May have children
Recently purchased first home

Priorities

Paying off mortgages
Establish an emergency fund
Staying on Budget (Download our app!)
Make a spending plan-short, medium and long term
Saving for children’s education
Saving for retirement
Taking care of the “What-ifs?”
- Disability
- Critical Illness
- Premature Death
Make a will

Learn More

Latest News

What’s new for the 2021 tax-filing season?

Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits and deductions to keep pace with these changes. Our article covers all of the following:
• How to claim home office expenses
• The new Canada Training Credit
• Pandemic emergency funds
• New digital news subscription tax credit

Investing as a Business Owner

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.