Newfoundland Budget 2018

The 2018 budget for Newfoundland and Labrador was announced by its Finance Minister Tom Osborne and features very few new spending commitments, taxes or cuts, with the focus being balancing the books and managing and coping with what Obsorne refers to as a “tough phase” in its finances.
March 29, 2018/by Angelina Hung

Spring cleaning your finances

How did Spring break sneak up so quickly? I feel like we just started the year…

For those that are into spring cleaning.. we’ve done a little twist- “Spring cleaning your finances” article and we’ve included spring break and Easter social posts.

Enjoy the break and eat lots of chocolate!
March 25, 2018/by Angelina Hung

The Manitoba Budget

Manitoba Finance Minister Cameron Friesen delivered the province's 2018 budget update on March 12, 2018. The budget anticipates a surplus of $521 million for 2018 to 2019.
Corporate and personal tax rates remain unchanged.
The biggest changes are: The increase in the amount of income eligible for the small business deduction; The increase in Basic Personal Amount; Carbon tax
March 18, 2018/by Angelina Hung

Client Touches

To this day, I still remember thinking at that time how’s an advisor suppose to do “12 touches per year” on top of what they’re doing now. Today, advisors still face this problem, but I feel that with the use of online and offline tools the “12” number is a little easier to hit..
March 11, 2018/by Angelina Hung

Federal Budget 2018

The 2018 Federal Budget focuses on tax tightening measures for Business Owners and "equality and growth" for women and families.
March 1, 2018/by Angelina Hung

The BC Budget

BC Finance Minister Carole James delivered the 2018 BC budget on February 20, 2018.
Corporate and personal tax rates remain unchanged.
The biggest changes are:
• Elimination of Medical Services Plan (MSP Premiums) effective January 1, 2020
• Addition of the Employer Health Tax (EHT)
• Provincial Property Taxes
• Childcare
February 22, 2018/by Angelina Hung

How to use your website as a tool

There's so much more to having a website, once you figure out the "marketing the services" and "what you do" piece, we challenge our advisors to think of using their website as a tool.
February 18, 2018/by Angelina Hung

Writing your biography (for advisors!)

What? I have to write a bio about myself as a financial advisor? Where do I start?
January 26, 2018/by Angelina Hung

RRSP Deadline is March 1, 2018. How much tax can you save?

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.
January 24, 2018/by Financial Tech Tools

RRSP Tax Savings Calculator

We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.
January 15, 2018/by Angelina Hung