Disability Tax Refund Review Offer: Disability, Caregiver, and Aging Parents

Tax Credit Review.  See if you qualify for $15,000 or more!  Many people do not realize they may qualify for federal and provincial tax credits.

Obtain Your Portfolio Analysis and Financial Review

Set a no obligation, complimentary portfolio analysis and financial review with Joanne David BA CFP FCSI.

Book a No Obligation Appointment TodayMake an Appointment Now Joanne David BA CFP FCSI financial planning and insurance solutions.     Joanne David BA CFP FCSI financial planning and insurance solutions.

Personal Financial and Insurance Solutions

Joanne David CFP FCSI Financial Planning Edmonton, Alberta Joanne David BA CFP FCSI

Joanne David BA CFP FCSI financial planning and insurance solutions.     Joanne David BA CFP FCSI financial planning and insurance solutions.

Life Insurance and Insured Investments are offered through Canadian Financial Strategies, Inc.

Offering insured investments, term and permanent life insurance, annuities, health & dental, private health services plans.  Have you sheltered all available investments?   What are you worth to your family and loved ones?

Book an Insured Investment or Life Insurance Review

Mutual Funds offered through Keybase Financial Group

We take an independent, integrated financial planning approach to your long-term financial needs. Our solutions include financial & tax planning, mutual fund investments, GICs, and bank products.

Book a No Obligation Appointment TodayBook Your No Obligation Financial and Portfolio Review

Joanne David CFP FCSI Joanne David CFP FCSI

MFDA

www.MFDA.ca

We can help you achieve the life you perceive.

Set a no obligation financial planning and portfolio analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies
A successful financial plan starts with a family budget of income & spending

Set a no obligation family financial budgeting analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
We are are here for you when you experience a loss of a loved one.
Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies Joanne David CFP FCSI Financial Planning and Insurance Strategies When a spouse dies
Financial Gardening

Joanne David CFP FCSI Plant your Financial Garden with Financial SeedsJoanne David CFP FCSI

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.

Estate Planning may be the most important thing you ever do.
Joanne David CFP FCSI Estate Planning Strategies

Set a no obligation will and estate planning analysis with Joanne David CFP FCSI. Review your bottom line today.

Joanne David CFP FCSI financial planning and insurance solutions.     Joanne David CFP FCSI financial planning and insurance solutions.


Joanne David CFP FCSI Estate Planning Strategies Joanne David CFP FCSI Estate Planning Strategies

Be Prepared and Avoid the Tax Crunch in 2021

It is almost that time of year again to talk about tax planning and income tax tips. This year is a little bit different given everything that has been going on with covid-19. Below are a a few considerations to help you be prepared, not crunched, this tax season. Taxable Emergency Benefits ~ CERB alone […]
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DREAM BIG: Let Your Children Dream Big!

Whether you and your children are learning from home this year or in the classroom with some restrictions, my colleagues and I would like to take a moment to inspire you to consider that it means to DREAM BIG. Supporting your child’s dreams is equally important as having your own dreams for them. Do any […]
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Canada Announces Relief for Retirees Drawing Down RRIFs

The Canadian federal government announced on March 18, 2020 that it would allow seniors and investment clients currently drawing down their Registered Retirement Investment Funds (RRIF) some relief. All required withdrawals will be reduced by 25%. This is an important point for seniors that withdraw more than needed according to the government’s schedule and as […]
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March 18/20: Canada COVID-19 Economic Response Plan

Below are some of the highlights pertaining to the Canada COVID-19 Economic Response Plan — that are important to know and to share with others.  Please help us to help others in financial need. On March 18, 2020, our Canadian government announced an $82 Billion dollar economic stimulus package as part of the Government of […]
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Financial Calculators

Following is a list of some free tools available to help with financial or retirement calculations. Please contact me for a financial review which will help you pull together the information. What can be more important than the rest of your life? Contact Joanne David BA CFP FCSI Life Expectancy Calculator An important consideration towards […]
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How to Track your Personal Financial Liabilities & Assets

Your personal finance, either alone or together with your family, should be thought of as a business. You have income and expenses, and therefore you have an income statement. Likewise, you have assets (capital values of what you own or take title to), and liabilities (debts that you owe). Your assets and liabilities make up […]
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Take this Personal Finance Budget Checkup Quiz

Creating a budget is quite easy. You can check out my recommended mobile budget applications if you are technical savey. Or if you prefer the pen to paper routine as I do, or simply can’t get motivated to review your expenses and create a budget, please check out my budget tips including an excel template […]
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7 Financial Seeds to Plant in your Financial Garden

Do you like to garden? If so, then you will appreciate this list of 7 rather essential financial seeds to plant in your financial garden. Keep your Financial Garden Simple & Organized Just like regular gardening, you wish to keep it simple and organized. It is important to know where everything is including a list […]
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