We hope our electronic newsletter finds you and your family well and enjoying the long awaited sunshine and spring temps!!
As most of us have just completed our tax returns, it is a perfect time to review your personal situation to see if there can be any adjustments made that would put you in a more favorable position for the 2018 tax year. We would be happy to review your income tax return with you ~ just let us know.
Wishing you a wonderful spring season!
Karen, Richard, Jeff, Janet, Ingrid and Sheila
(Click on picture above to watch video)
We are excited to share details on an great opportunity through Manulife Bank
Open a NEW High Interest Savings Account (their Advantage Account) and earn a promotional rate of 2.4% (1.15% above their posted rate, currently 1.25%) on all deposits through to August 19th, 2018.
This account also features:
A combined
chequing and savings account to simplify everyday banking
A high rate of interest to help boost savings - higher than interest rates offered by other Canadian banks and credit unions. Currently 1.25%
FREE unlimited everyday banking when the account balance is at least $1,000
Access to cash at over 3,700 ABMs that make up THE EXCHANGE® Network across Canada.
Mobile app and photo capture to upload cheques.
If you are a new customer to Manulife Bank and you are opening a personal (not joint), non-registered account, you can do so online using the easy link below. If you wish to take advantage of this offer in another type of account or you are an existing customer, please call us and we will organize this for you.
We can facilitate access to Manulife Bank products through our referral arrangement.
Mom and dad took care of you, soon the roles may be reversed. It is important to have open conversations ahead of time and to have a good understanding of what options
Here is a great article on some important financial considerations to take into account when buying a home.
Common Law ?? Get a Will !!
A common law relationship is recognized and handled differently depending on what service or situation you are dealing with.
One area that many people do not realize however is that Common Law couples in Ontario do NOT have any inheritance rights.
