by Coulas Insurance Ltd. | Nov 5, 2025 | 2025, Blog, business owners, Estate Planning, Family, Financial Planning, incorporated professionals, individuals, Investment, mortgage, personal finances, Professional Corporations, Professionals, Retirees, retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Coulas Insurance Ltd. | Sep 30, 2025 | Blog, 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....
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. | 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...
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...
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...
