Financial Tech Tools

Financial Planning

Helping achieve your financial goals through financial planning

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Families

We provide strategies to help families to accumulate and protect your wealth.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News from Financial Tech Tools

2018 Federal Budget Highlights for Families

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

2018 Federal Budget Highlights for Business

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

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