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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...
Essential tips and tricks for paying less tax and keeping more of your retirement income

Essential tips and tricks for paying less tax and keeping more of your retirement income

by Coulas Insurance Ltd. | May 1, 2023 | Blog, retirement

Essential tips and tricks for paying less tax and keeping more of your retirement incomeMost of your retirement income sources are taxable; Canadian Pension Plan (CPP), your personal pension plan (if you have one) and income from your RRIFs. However, if you’ve set up...
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...
2023 Financial Calendar

2023 Financial Calendar

by Coulas Insurance Ltd. | Jan 2, 2023 | 2023, Blog, Financial Planning, retirement, rrsp, Tax Free Savings Account

Welcome to our 2023 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...
2021 Financial Calendar

2021 Financial Calendar

by Coulas Insurance Ltd. | Jan 4, 2021 | 2021, Blog, personal finances, rdsp, Registered Education Savings Plan, retirement, rrsp, tax, Tax Free Savings Account

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...

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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