• Washburn Financial

    What’s your financial story?

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  • Washburn Financial

    Working closely with business owners

    Learn More
  • Washburn Financial

    Working closely with professionals

    Learn More
  • Washburn Financial

    Working closely with business owners

    Learn More
  • Washburn Financial

    Working closely with professionals

    Learn More
  • Washburn Financial

    Working closely with professionals

    Learn More

What sets us apart in our practice?  Only by starting at a different place can we expect to end at a different place.  If we start with you, and your values and goals, what we end up with will only follow. Our clients generally come to us with a variety of goals, fears, holdings and previous advice, yet very few have a written financial plan that pulls it all together. And why try to pull it together if it isn’t driven from a person’s real values? That’s where we start. In fact, that’s also where we end up. Everything we do, at each part of the process and often for years after, we back-test against your values. Through warm, friendly discussion, we together determine the things that really matter to you. Once we have a good idea of where you are today, we go to work on your behalf, designing a road map to lead from present to future with confidence. Our work is written in customized reports that are tailor-made for you. We review the reports together and answer any questions that arise. Often, we end up re-writing parts of the report based on further feedback from you. Finally, a checklist is presented with priorities noted to enable sure implementation of the desired results. But our job doesn’t end there. With scheduled follow-up meetings, by phone and in person, we keep the plan current to keep you on your path.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News

Tax Planning Tips for End of 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

The Importance of a Financial Plan

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals.Talk to us to see how we can help you.

Financial Planning for Business Owners

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.

Getting the best from a financial advisor

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

2018 Federal Budget Highlights for Business

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

2018 Federal Budget Highlights for Families

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

2018 Financial Calendar

Financial Calendar for 2018 - All the deadlines you need to know to maximize your benefits!