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...
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...
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...
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...
by Coulas Insurance Ltd. | Dec 5, 2024 | 2024, Blog, business owners, Financial Planning, tax
As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
by Coulas Insurance Ltd. | Dec 3, 2024 | 2024, Blog, Financial Planning, individuals, tax
The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...