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Resources

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Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Canada Pension Plan (CPP)
Senior Tax and Benefit information
Seniors Canada website

Get in Touch

Washburn Financial
Mike Washburn, CLU, ChFC, CKA

(506) 457 2749
info@washburnfinancial.ca
Fax: (506) 474 1896

466 Queen Street, Wilmot Alley
Fredericton, NB
E3B 1B6

Newsletter

Latest News

  • 2023 Financial CalendarJanuary 2, 2023 - 11:48 am
  • 2022 Year End Tax Tips and Strategies for Business OwnersDecember 6, 2022 - 3:38 pm
  • 2022 Personal Year-End Tax TipsDecember 5, 2022 - 4:21 pm

About

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.

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