(519) 787-4627 info@wilmotfinancial.ca
Wilmot Financial
  • ABOUT
    • TESTIMONIALS
  • SERVICES
    • Investing for Professionals
    • Estate Planning for Retirees
    • Financial Planning for Incorporated Professionals
    • Families
    • Self-Employed Contractors
    • Insurance
    • Group Benefits
    • Asset Map
  • BLOG
  • CALCULATORS
  • BOOK A MEETING
Select Page
Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

by Wilmot Financial | Apr 3, 2023 | 2023, Blog, disability, tax

Tax Tips You Need To Know Before Filing Your 2022 Taxes This year’s tax deadline is May 1, 2023, as April 30 falls on a Sunday this year. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. In this article, we’ll provide 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...
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...
2023 Financial Calendar

2023 Financial Calendar

by Wilmot Financial | Jan 3, 2023 | 2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account

  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...

BOOK A MEETING

We talk about your financial priorities, what matters most to you and how we help.

YOUR FINANCIAL MAP

We craft and implement a plan tailored to your needs. 

FINANCIAL CONFIDENCE

Enjoy financial confidence knowing your finances are taken care of. 

BOOK A MEETING
Book a Meeting
  • Follow
  • Follow
  • Follow

Contact Us

Phone: (519) 787-4627
Fax: (519) 787-4626
Email: info@wilmotfinancial.ca

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

 

Sign-Up For Our Newsletter







 


© 2021 Financial Tech Tools

Cleantalk Pixel