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.

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Personal Financial and Insurance Solutions

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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?

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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.

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MFDA

www.MFDA.ca

We can help you achieve the life you perceive.

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A successful financial plan starts with a family budget of income & spending

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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.

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Financial Gardening

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Estate Planning may be the most important thing you ever do.
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Loss of your Spouse: 12 Practical Financial Steps

What to do after you lose your spouse? Hopefully, this article will help with the financial steps that need to be undertaken in this confusing time. Below are the main first financial steps that need to be completed. When your spouse dies, it can be traumatic. First off, you need to allow yourself time to grieve. Yet, there are important financial steps that are best to make sooner than later.  Often is the case that you are your spouse's will administrator. It is my hope that this list of essential to do items will assist you in handling the main financial items that are needed to be done sooner than later.
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