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.

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
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

Claim Your Canada Tax Credit Refund! (Disability, Caregiver, Single Parent, Aging Parents)

You may be missing out on some Canadian income tax refunds. If you qualify, you could receive $15,000 or more due to unclaimed federal and provincial tax refunds. OFFER: We will review your tax situation to see if you qualify. We will help you obtain your unclaimed credits for a period going back ten (10) years. Often, people don’t realize they have a qualified health impairment or disability. Claiming your refund can often be done with no upfront cost to you. Find out if you qualify by calling our offices..

Are you:
~ a working adult caring for an aging parent or grandparent?
~ supporting a parent in a long-term care home?
~ a single parent?
~ caring for a child with mental or physical limitations? (any age)
~ living with another person with mental or physical limitations?
~ frustrated as you have previously been declined?

Canadian Statistics show that 42% become disabled and 26% becoming critically ill before the age of 65. Many more who are not disabled, are classified as health impaired. Many credits simply go unclaimed due to an overstressed system that does not inform. Chances are that you qualify and may not know it.

Also, due to our current “covid-situation,” disability and health impairment cash credits are challenging to obtain; however, with some areas credits are easier to obtain due to many qualification rules having been expanded. It can be a confusing system to navigate.

We are experts with disability tax credits and will help you with the navigation and advocacy of your unique situation.

Have questions? Read our F.A.Q.: F.A.Q. – Claim Your Canada Tax Credit Refund! (Disability, Caregiver, Single Parent, Aging Parents)

Book an appointment today to discuss your situation. We look forward to helping you receive the cash refund you may have missed out on!

Please contact Joanne David for an appointment to talk about your needs.   Book an Appointment Now.

 


The information contained in blog or article posts are derived from various sources, including the Canada Revenue Agency (CRA). Any data provided is for illustration purposes only. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements. The opinions, estimates and projections contained in the publication are those of the Financial Advisor and not that of Keybase Financial Group. Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the reports or its contents. The provisions of this publication are not to be constructed as an offer to sell, or a solicitation for, or an offer to buy any securities. Keybase Financial Group Inc. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation (the ‘IPC’).’