by Exceedia Consulting | Jan 1, 2024 | 2024, Blog, Business Owners, financial advice, Financial Planning, individuals, personal finances, Professional Corporations, Professionals, Retirees, tax
2024 Financial CalendarWelcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add...
by Exceedia Consulting | Mar 4, 2022 | Blog, Estate Planning, life insurance, Retirees
There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
by Exceedia Consulting | Jun 1, 2021 | Blog, Estate Planning, incorporated professionals, Retirees
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice. A few things to keep in mind for professionals are:Professionals are typically in the highest income tax bracket, therefore incorporating...
by Exceedia Consulting | Aug 13, 2020 | Blog, Estate Planning, Family, Financial Planning, individuals, Retirees
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.Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances....
by Exceedia Consulting | Feb 29, 2020 | Blog, Estate Planning, Family, individuals, Retirees
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.Why work with us?Worry less about money and gain control.Organize your finances.Prioritize...
by Exceedia Consulting | Jan 30, 2020 | 2020 Only, Blog, Family, individuals, Investment, Retirees, rrsp, tax, Tax Free Savings Account
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...