As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Perhaps you aren’t sure whether you should conduct an insurance audit or not. The following scenarios are usually a good indication that you should thoroughly assess and review your current policy contract:
The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals.
The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.
RRSP or TFSA? We outline the differences between the two.
Finance Minister Charles Sousa recently announced the budget for Ontario for 2016. We’ve put together an infographic to outline the highlights of the Ontario Budget.
Tax Season is upon us and we’ve put together an infographic to highlight tax deductions to notice prior to filing your taxes.
Get in Touch
Tel: (705) 362-5888
Toll Free: (844) 362-5888
Wilson Insurance and Financial Strategies
15 9th Street, P.O. Box 3153 Hearst, ON P0L 1N0
Fax: (705) 362-8111
About Wilson Insurance and Financial Strategies
Working both with business owners and the family market are the main focus of my business. I provide defensive strategies that protects the financial health of businesses and families in the tragic events of death, disability and illness. In addition, I provide offensive strategies that helps business owners pay less tax as well as simple but yet powerful methods of extracting money out of corporations tax efficiently. Furthermore, I provide business owners and families with easy planning methods that help them understand how much money they need to retire with confidence and knowing they will have enough to fund their retirement goals.