by Coulas Insurance Ltd. | Dec 1, 2025 | 2025, Blog, Financial Planning, individuals, tax
2025 Personal Year End Tax Tips The end of 2025 is approaching fast — and that means it’s time to get organized before tax season. By reviewing your finances now, you can take advantage of tax-saving opportunities before December 31 and start the new year with...
by Coulas Insurance Ltd. | Nov 5, 2025 | 2025, Blog, business owners, Estate Planning, Family, Financial Planning, incorporated professionals, individuals, Investment, mortgage, personal finances, Professional Corporations, Professionals, Retirees, retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Coulas Insurance Ltd. | Oct 31, 2025 | Blog, Debt, Family, financial advice, Financial Planning, incorporated professionals, individuals, Investment, personal finances, Professionals
Life can throw unexpected events your way that can hit you in the wallet. Whether it’s falling ill, getting laid off, or facing hefty repair bills for your car or home, these situations can strain your finances. To stay ahead and avoid falling into debt,...
by Coulas Insurance Ltd. | Sep 30, 2025 | 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....
by Coulas Insurance Ltd. | Aug 31, 2025 | Blog, business owners, Estate Planning, Family, Insurance, Investment
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Coulas Insurance Ltd. | Jul 31, 2025 | Blog, Investment
Emotions and InvestingInvesting is as much about mindset as it is about money. If you’ve ever felt the urge to pull your investments during a downturn or go all in during a market surge, you’re not alone. Emotional investing is a common experience—but...