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    2022 Personal Year-End Tax Tips

    December 5, 2022
    The end of 2022 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs. • Families, including how to claim childcare expenses and make the most of RESPs. • Retirees, including essential details about applying for CPP and OAS.
    https://creststonewealth.com/wp-content/uploads/2022/12/2022Personal.png 281 500 CRESTSTONE Wealth https://creststonewealth.com/wp-content/uploads/2021/05/creststone-logo-550.png CRESTSTONE Wealth2022-12-05 11:17:362022-12-05 21:53:442022 Personal Year-End Tax Tips

    When and Why You Should Conduct an Insurance Audit

    November 1, 2022
    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. Talk to us we can help.
    https://creststonewealth.com/wp-content/uploads/2022/11/why-conduct-an-insurance-audit-coverImage.png 500 500 CRESTSTONE Wealth https://creststonewealth.com/wp-content/uploads/2021/05/creststone-logo-550.png CRESTSTONE Wealth2022-11-01 06:00:002022-11-01 14:06:33When and Why You Should Conduct an Insurance Audit

    2021 Personal Year-End Tax Tips

    December 7, 2021
    The end of 2021 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Individuals, including details on COVID-19 benefits and important tax credits. • Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs. • Families, including how to claim childcare expenses and make the most of RESPs. • Retirees, including essential details about applying for CPP and OAS.
    https://creststonewealth.com/wp-content/uploads/2021/12/2021-Personal-tax-tips-revised.png 281 500 CRESTSTONE Wealth https://creststonewealth.com/wp-content/uploads/2021/05/creststone-logo-550.png CRESTSTONE Wealth2021-12-07 15:30:262021-12-08 00:15:042021 Personal Year-End Tax Tips

    Do you REALLY need life insurance?

    September 1, 2021
    You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.
    https://creststonewealth.com/wp-content/uploads/2021/09/do-you-really-need-life-insurance-coverImage.png 500 500 CRESTSTONE Wealth https://creststonewealth.com/wp-content/uploads/2021/05/creststone-logo-550.png CRESTSTONE Wealth2021-09-01 06:00:002021-09-01 20:36:14Do you REALLY need life insurance?

    Federal Budget 2021 Highlights

    April 22, 2021
    On April 19, 2021, the Federal Government released their 2021 budget. Our article contains highlights of the various financial measures in this budget, divided into three different sections: • Business Highlights, including an extension to COVID-19 Emergency Business Supports, new programs to support job creation, and a change in interest deductibility limits. • Individual Highlights, including details on the tax treatment and repayment of personal COVID-19 benefits (such as CERB), eligibility changes to the Disability Tax Credit, an increase in OAS for those 75 and up, and support for job skills retraining. • Additional Highlights, including a proposed federal minimum wage of $15, changes to the GST New Housing Rebate conditions, and new or increased taxes in areas such as luxury goods, tobacco, and Canadian housing owned by non-resident foreign owners.
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    2023 Financial Calendar

    January 2, 2023
    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 personal calendar to ensure you don't miss any important financial obligations.
    Read more
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    2022 Year End Tax Tips and Strategies for Business Owners

    December 7, 2022
    The end of 2022 is quickly approaching – which means for business owners, it's time to review tax tips and strategies to maximize your benefits.
    Read more
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    2022 Year End Tax Tips and Strategies for Business Owners

    December 6, 2022
    The end of 2022 is quickly approaching – which means for business owners, it's time to review tax tips and strategies to maximize your benefits.
    Read more
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    Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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