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Financial Tech Tools

Financial Planning for Families and Business Owners


Helping achieve your financial goals through financial planning


We provide strategies to help families to accumulate and protect your wealth.


Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News from Financial Tech Tools

2018 Federal Budget Highlights for Business

Mar 04, 2018

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

2018 Federal Budget Highlights for Families

Mar 04, 2018

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

BC Budget Highlights 2018

Feb 22, 2018

BC Finance Minister Carole James delivered the province’s 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020. Corporate and personal tax rates remain unchanged. The biggest changes are: Elimination of Medical Services Plan (MSP Premiums) effective […]

RRSP Deadline is March 1, 2018. How much tax can you save?

Jan 28, 2018

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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