Getting Ready for Money Emergencies

Facing unexpected financial emergencies? An emergency fund acts as your financial safety net, ensuring peace of mind without dipping into savings or incurring debt. Start small, build steadily.

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Network of Professionals

As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.

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A Milestone Achievement: Danielle Bridger Earns CFP® Certification

We are thrilled to announce that Danielle Bridger, our esteemed Associate Wealth Advisor at StollerWealth, iA Private Wealth, has passed her CERTIFIED FINANCIAL PLANNER™ (CFP®) examination. This remarkable achievement not

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The Health Spending Account for Business Owners and Incorporated Professionals

Discover a game-changing solution to manage medical expenses efficiently - the Health Spending Account. As a business owner, reduce tax burdens and provide tax-free benefits to yourself and employees. No monthly premiums, cost-effective, and hassle-free reimbursement process. Unlock the full potential of your healthcare budget now.

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Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Explore the upcoming 2024 Canadian tax changes affecting investors, business owners, and high-net-worth individuals. From capital gains adjustments to new incentives, stay informed with our comprehensive checklist.

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2024 Federal Budget Highlights

On April 16, 2024, Canada's Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: • An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual gains up to $250,000 annually will retain the 50% rate. • The lifetime exemption limit for capital gains has been raised to $1.25 million. Additionally, a new one-third inclusion rate is set for up to $2 million in capital gains for entrepreneurs. • The budget confirms the alternative minimum tax changes planned for January 1, 2024 but lessens their impact on charitable contributions. • This year's budget emphasizes making housing more affordable. It provides incentives for building rental properties specifically designed for long-term tenants. • Introduces new support measures to aid people buying their first homes. • Costs for specific patents and tech equipment and software can now be written off immediately. • Canada carbon rebate for small business

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Tax tips to know before filing your 2023 income tax

Unlock the secrets to maximizing your 2023 tax returns with our essential guide. From the new Advanced Canada Workers Benefit to crucial deductions for families, ensure you're not leaving money on the table this tax season.

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Manitoba’s 2024 Budget Highlights

Manitoba's 2024 budget introduces vital tax changes and credits, including a new Homeowners Affordability Tax Credit and enhanced Fertility Treatment Tax Credit, aiming to support individuals and businesses alike

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Ontario’s 2024 Budget Highlights

Ontario's 2024 Budget keeps personal & corporate tax rates steady, extends gas tax cuts, and revises the OCASE Tax Credit. Discover how these changes affect you!

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Alberta’s 2024 Budget Highlights

Alberta's 2024 Budget maintains tax rates for stability. The budget unveils the Alberta is Calling Attraction Bonus and the Electric vehicles tax.

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