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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...
Insured Retirement Program

Insured Retirement Program

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...
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...
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...
Do you have enough for retirement?

Do you have enough for retirement?

by Coulas Insurance Ltd. | Mar 2, 2023 | Blog, pension plan, Retirees, retirement, rrsp, Tax Free Savings Account

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...
Financial Planning

Financial Planning

by Coulas Insurance Ltd. | Nov 1, 2021 | Blog, Estate Planning, Family, Financial Planning, individuals, Retirees

A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances....

Get in Touch



Tel:

613-599-4070



Email:

mcai@coulas.ca



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

 

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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.

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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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