Coulas Insurance Ltd.
  • Services
    • Group Benefits
      • Group Health Benefits
      • Group Retirement Benefits
    • Insurance
      • Disability Insurance
      • Critical Illness Insurance
      • Long Term Care
      • Mortgage Insurance
      • Life Insurance
      • Personal Life Insurance
      • Corporate Life Insurance
    • Investment
      • Registered Education Savings Plan
      • Tax Free Savings Account
      • Registered Retirement Savings Plan
      • Registered Retirement Income Fund
      • Annuities
    • Business Owners
      • Financial Advice
      • Insurance Planning
      • Estate Planning for Business Owners
      • Retirement Planning
      • Succession Planning
      • Group Health Benefits
      • Group Retirement Benefits
    • Individuals & Families
      • Financial Advice
      • Insurance Planning
      • Retirement Planning
      • Estate Planning for Young Families
      • Estate Planning for Retirees and Mature Families
    • Professionals
      • Financial Advice
      • Retirement Planning
  • About
    • About
    • Testimonials
    • Group Suppliers
    • Suppliers
    • Resources
    • Privacy and Website Terms of Use
  • Blog
  • Contact
  • Client Access
Select Page
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...
Tax Tips for Filing Your 2024 Income Tax Return

Tax Tips for Filing Your 2024 Income Tax Return

by Coulas Insurance Ltd. | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, Investment, pension plan, personal finances, Professionals, tax

The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...
Financial Advice for Incorporated Professionals

Financial Advice for Incorporated Professionals

by Coulas Insurance Ltd. | Feb 28, 2025 | Blog, financial advice, Financial Planning, incorporated professionals, Insurance, Investment, Professionals

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...
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...
2024 Financial Calendar

2024 Financial Calendar

by Coulas Insurance Ltd. | Dec 31, 2023 | 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...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

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...
« Older Entries

Get in Touch



Tel:

613-599-4070



Email:

mcai@coulas.ca



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

 

  • Follow
  • Follow
  • Follow

About

We provide diverse, leading-edge insurance and wealth management solutions that protect our clients, their businesses and families. Putting our clients first is what makes us different.

Sign Up for Our Newsletter

* indicates required

/* real people should not fill this in and expect good things – do not remove this or risk form bot signups */

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.

©2024 Financial Tech Tools | Privacy & Website Terms of Use