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.
Author Archive for: afa
About Financial Tech Tools
This author has yet to write their bio.Meanwhile lets just say that we are proud Financial Tech Tools contributed a whooping 6 entries.
Entries by Financial Tech Tools
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.
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.
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.)
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.
Financial Calendar for 2018 – All the deadlines you need to know to maximize your benefits!
Get in Touch
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.