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Benefits of Consolidation

Benefits of Consolidation

by Coulas Insurance Ltd. | Jun 2, 2025 | Blog, business owners, Family, farmers, financial advice, Financial Planning, Insurance, Investment, Professionals, Retirees

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
How to Make the Best of Inheritance Planning

How to Make the Best of Inheritance Planning

by Coulas Insurance Ltd. | Apr 30, 2025 | Blog, Family, financial advice, Financial Planning, Investment

How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
6 Steps to Retirement Success

6 Steps to Retirement Success

by Coulas Insurance Ltd. | Jan 14, 2025 | Blog, business owners, Family, farmers, Investment, Professionals, Retirees

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources of...
2025 Financial Calendar

2025 Financial Calendar

by Coulas Insurance Ltd. | Jan 1, 2025 | Blog, Family, Financial Planning, personal finances, rrsp, tax, Tax Free Savings Account

Welcome to our 2025 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 these dates to your...
TFSA vs RRSP – 2024

TFSA vs RRSP – 2024

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...
Financial Advice for Business Owners

Financial Advice for Business Owners

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...
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Get in Touch



Tel:

613-599-4070



Email:

mcai@coulas.ca



78 George St t#204
Ottawa, ON
K1N 5W1

 

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Insurance products, including segregated fund policies, are offered through Coulas Insurance Ltd., and Investment Representatives Nadiya Sakhno and Marty Coulas offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd., and design are trademarks of Quadrus Investment Services Ltd. Used with Permission.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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