Aquafinancial Consulting, Author at Aquafinancial Consulting

2025 Financial Calendar

January 1, 2025 in Blog, Family, financial planning, personal finances, RRSP, Tax, Tax free savings account /by Aquafinancial Consulting

Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2025.

2024 Year-End Tax Tips and Strategies for Business Owners

December 5, 2024 in 2024, Blog, Business owners, financial planning, Tax /by Aquafinancial Consulting

Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business’s future.

2024 Personal Year End Tax Tips

December 3, 2024 in 2024, Blog, financial planning, Individuals, Tax /by Aquafinancial Consulting

Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.

RDSP Explained

November 1, 2024 in Blog, Disability, Family, Investment /by Aquafinancial Consulting

Secure the future for loved ones with disabilities through the Registered Disability Savings Plan (RDSP). Take advantage of tax-deferred growth and generous government contributions to build long-term financial security. Learn how the RDSP can be a powerful tool for your family’s financial planning.

Understanding Taxes Payable at Death in Canada

October 3, 2024 in Blog, Estate planning, financial advice, Tax /by Aquafinancial Consulting

Discover how taxes impact your estate in Canada and explore strategies to minimize the burden. Learn how to manage earned income, deemed disposition, and withdrawals at death to preserve your legacy.

Understanding the Registered Education Savings Plan (RESP)

September 4, 2024 in Blog, Family, Investment, Registered Education Savings Plan /by Aquafinancial Consulting

Unlock the power of an RESP to secure your child’s educational future. Learn how tax-deferred growth, government grants, and flexible contribution options can ease the burden of rising post-secondary costs. Plan today for a brighter tomorrow!

What is disability insurance?

August 6, 2024 in Blog, Business owners, Disability, disability insurance, Family, farmers, financial advice, Health benefits, incorporated professionals, Individuals, Insurance, Professionals /by Aquafinancial Consulting

Discover how disability insurance can safeguard your income if you’re unable to work due to injury or illness. Learn about the benefits, how it works, and why it’s crucial for everyone, especially the self-employed.

Getting Ready for Money Emergencies

July 3, 2024 in Blog, Debt, Family, financial advice, financial planning, incorporated professionals, Individuals, Investment, personal finances, Professionals /by Aquafinancial Consulting

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.

Network of Professionals

June 3, 2024 in Accountants, Blog, Business owners, Center of Influences, Estate planning, Family, farmers, financial advice, financial planning, incorporated professionals, Individuals, Insurance, Investment, Life insurance /by Aquafinancial Consulting

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.

The Health Spending Account for Business Owners and Incorporated Professionals

May 1, 2024 in Blog, financial advice, financial planning, Insurance /by Aquafinancial Consulting

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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