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

Individual and Small Business Insurance (Life, Health & Dental, Travel, Private Health Services Plans)

We first review your needs then we search the market for the best suitable product then and help you apply. We work with both individuals and small businesses. Some of the insurance coverages are listed below:

Term Life Insurance
Term Life insurance is coverage for a fixed period of time, normally 10 or 20 years, and can be available for longer periods. Often, it is need to cover the mortgage or other long-term debt. An essential foundation for protecting your family.

Seniors Insurance
Many people do not wish to undergo medical and other tests, and the insurance industry has met this need.

Permanent Insurance
Permanent Life insurance combines the benefits of term life insurance with a permanent component, to reduce worry and provides a guarantee for life expenses.

Universal Life Insurance
Universal Life insurance combines investments and life insurance to provide life insurance and other protection, tax sheltering, and investment growth.

Critical Illness & Disability Insurance
These are essential insurance coverages for individuals and small businesses.

Group Medical, Health & Dental Plans
There are many options in the marketplace for group health & dental. One good example is GMS.

Private Health Services Plans
Are you a smart small business owner and/or need the utmost in health flexibility? Did you know that you can set up your own private health services plan? One good example is HealthSave.ca.

Travel Insurance Plans
Are you traveling and need some travel protection? Apply online for Travel Insurance.

Click for Individual Life Insurance Quote

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’).’