by Coulas Insurance Ltd. | Feb 29, 2024 | 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 Coulas Insurance Ltd. | Jan 31, 2024 | 2024, Blog, business owners, Estate Planning, Family, financial advice, Financial Planning, individuals, Investment, personal finances, Professionals, retirement, rrsp, Tax Free Savings Account
Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...
by Coulas Insurance Ltd. | Oct 31, 2023 | Blog, business owners, 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 Coulas Insurance Ltd. | Jul 31, 2023 | Blog, business owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, tax
10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
by Coulas Insurance Ltd. | Jun 30, 2023 | Blog, Estate Planning, life insurance
Why Life Insurance Should Be Part Of Your Estate PlanningYou’ve worked hard and managed your money carefully throughout your life. So rest easy knowing that you will have more than enough assets to fulfill your needs during your retirement years.You also need to think...
by Coulas Insurance Ltd. | Jun 3, 2022 | Blog, Estate Planning, tax
In 2015, CIBC conducted a poll to see how many Canadian business owners had a business transition plan. Almost half of them didn’t have one.No business owner likes to think about handing over their business they’ve built from the ground up. But the fact of...
