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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...
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...
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...
2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

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,...
2024 Personal Year End Tax Tips

2024 Personal Year End Tax Tips

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...
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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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