by Wilmot Financial | Dec 5, 2024 | 2024, Blog, Business Owners, Financial Planning, tax
As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
by Wilmot Financial | Dec 3, 2024 | 2024, Blog, Financial Planning, Individuals, tax
The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...
by Wilmot Financial | Oct 1, 2024 | Blog, financial advice, Financial Planning, insurance
Are you tired of using your hard-earned after-tax dollars to cover medical expenses? As a business owner, the burden of managing healthcare costs can be overwhelming. However, there’s a little-known solution that can alleviate this financial strain – the...
by Wilmot Financial | Jul 2, 2024 | Blog, Debt, Family, financial advice, Financial Planning, incorporated professionals, Individuals, investment, personal finances, Professionals
Life can throw unexpected events your way that can hit you in the wallet. Whether it’s falling ill, getting laid off, or facing hefty repair bills for your car or home, these situations can strain your finances. To stay ahead and avoid falling into debt,...
by Wilmot Financial | Jun 3, 2024 | Accountants, Blog, Business Owners, Center of Influences, Estate Planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, Individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Wilmot Financial | May 1, 2024 | Blog, Debt, disability, disability insurance, Family, financial advice, Financial Planning, Individuals, insurance, RDSP
Taking charge of your family’s financial well-being through effective budgeting is a crucial step in securing a brighter future. We’ll explore the significance of budgeting and provide practical tips to help you manage your money wisely while ensuring the...