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The Best Way to Buy Mortgage Insurance

The Best Way to Buy Mortgage Insurance

by Wilmot Financial | Mar 31, 2023 | Blog, Family, Individuals, life insurance

Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by Wilmot Financial | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, Individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
Ontario 2023 Budget Highlights

Ontario 2023 Budget Highlights

by Wilmot Financial | Mar 24, 2023 | Blog, Business Owners, Individuals, Ontario Only, tax

Ontario 2023 Budget HighlightsOn March 23, 2023, Ontario’s Minister of Finance delivered the province’s 2023 budget. Here are some of the highlights. No Changes To Corporate or Personal Tax RatesBudget 2023 did not change Ontario’s corporate or personal tax...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Wilmot Financial | Mar 2, 2023 | Blog, Business Owners, Buy Sell, corporate, disability insurance, group benefits, health benefits, insurance, life insurance, travel insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
TFSA versus RRSP – What you need to know to make the most of them in 2023

TFSA versus RRSP – What you need to know to make the most of them in 2023

by Wilmot Financial | Feb 3, 2023 | 2023, Blog, RRSP, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings Plan When 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...
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Phone: (519) 787-4627
Fax: (519) 787-4626
Email: info@wilmotfinancial.ca

181 St. Andrew Street East
Unit 6
Fergus ON N1M 1P9

 

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