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Tax Reduction Ontario
  • Wages are finally keeping up with inflation in the US

    Author: PanFinancial Insurance Solutions | Jul 18, 2023 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Wages are finally keeping up with inflation in the US

    Last week, there was a modest respite from surging inflation, as prices rose only 3% compared to the previous year. That was the slowest pace in over two years, down substantially from the 9% surge in June last year.

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  • CRA: An Important Warning for CRB and CERB Recipients!

    Author: External Author | Jan 20, 2021 | Categories: Financial Planning , Financial Strategist , Tax Minimization , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Original Article Source Credits: finance, https://ca.finance.yahoo.com

    Article Written By: David Jagielski 

    Original Article Posted on: December 23, 2020 

    Link to Original Article: https://ca.finance.yahoo.com/news/cra-important-warning-crb-cerb-131516808.html?guccounter=1

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  • Learn the Difference Between a Will and a Trust

    Author: External Author | Jan 13, 2021 | Categories: Estate Planning , Financial Planning , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Original Article Source Credits: the balance, https://www.thebalance.com

    Article Written By: Julie Garber 

    Original Article Posted on: October 26, 2020 

    Link to Original Article: https://www.thebalance.com/difference-between-a-will-and-a-trust-3974765 

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  • Help clients better navigate the governments new recovery benefits

    Author: External Author | Dec 30, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Planning , Unique Investments , Wealth Creation , Wealth Management

    Original Article Source Credits:   CPA Canada , https://www.cpacanada.ca/

    Article Written By:  SOPHIE NICHOLLS JONES

    Original Article Posted on:  10.22.2020

    Link to Original Article:  https://www.cpacanada.ca/en/news/canada/2020-10-23-covid-19-federal-support

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  • Creating your will: a guide for couples

    Author: External Author | Dec 23, 2020 | Categories: Financial Planning , Insurance Planning , Unique Investments , Wealth Creation

    Original Article Source Credits:   Money Sense , https://www.moneysense.ca/

    Article Written By:   JULIETTE BAXTER 

    Original Article Posted on:   NOVEMBER 4, 2020

    Link to Original Article:  https://www.moneysense.ca/save/financial-planning/creating-your-will-a-guide-for-couples/

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  • Know the warning signs when sniffing out financial infidelity

    Author: External Author | Nov 26, 2020 | Categories: Financial Planning , Financial Strategist , Wealth Creation

    Original Article Source Credits:   CPA Canada, https://www.cpacanada.ca/

    Article Written By:  SOPHIE NICHOLLS JONES

    Original Article Posted on:  11.16.2020 

    Link to Original Article:  https://www.cpacanada.ca/en/news/canada/2020-11-16-financial-infidelity

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  • Is Silicon Valley Ready for WFH?

    Author: External Author | Oct 19, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Image: Nelly Antoniadou

    Move over, Alexa. Remote work is the hottest trend in tech.

    Tech companies have scared the pants off of landlords since March by announcing permanent shifts to virtual workplaces. First Twitter announced it would allow employees to work from home permanently following the pandemic.

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  • Canada pension Bye Bye...let it be known as CPP

    Author: PanFinancial Insurance Solutions | Oct 15, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    Here is it is again Just  a reminder that our system is being twisted 

     Federal Benefit Payment   sounds like they are paying for it ??

    Canada Pension cheque we have already paid for it.

    Canada's propaganda and deception.

    current DEMOCRACY at its finest ????

    Read More


  • Top Five Things To Look For When Hiring An Investment Advisor

    Author: PanFinancial Insurance Solutions | Jul 10, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    A financial investment usually has two outcomes, either positive returns in the long run or loss of money depending on the market. To maximize your investment benefits, you need to first understand what type of product will suit your financial goals. The best way to identify prosperous investment opportunities is to enlist the services of an investment specialist. Their useful strategies and advice will provide you with better ways to make the most of your capital.

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  • Why You Should Choose PanFinancial Insurance Solutions!

    Author: PanFinancial Insurance Solutions | Jun 12, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    Whether you want to save money to secure your family’s future, or to ensure financial stability for your business, strategizing and planning your investments to meet your financial goals is imperative. If you want to plan your financial future efficiently, your best bet at strengthening your finances is by working with an investment advisor or a wealth manager.

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  • This is the time to re-evaluate your investment strategy.

    Author: PanFinancial Insurance Solutions | Mar 27, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    The coronavirus pandemic is shutting down entire sectors of the economy and putting millions of Americans out of work, but one corner of Wall Street may find opportunity amid the carnage: private equity.

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  • The World is upside down. What do we do now?

    Author: Gord Berger | Mar 26, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    How business owners can help weather the fallout of COVID-19 Assessments of cash flow, supply chains and labor issues are crucial We…

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  • Should You Fear A Recession?

    Author: Gyulmet Ramazanov | Mar 12, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    I wanted to share with you some commentary on recessions and returns going into and out of them. Stocks soar, they…

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  • The road to the million-dollar TFSA is getting shorter for millennials

    Author: PanFinancial Insurance Solutions | Feb 27, 2020 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Wealth Management Solutions Toronto

     

    Jonathan Chevreau: The ability to compound savings and investments tax free is one of the most powerful tools for building wealth

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  • PanFinancial Insurance Solutions Holiday 2019 Blog Post

    Author: PanFinancial Insurance Solutions | Nov 28, 2019 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    Merry Christmas and a Happy New Year! A little early you say, not really. I believe that any day should be acceptable to extend good wishes to all in this crazy world we live in. It seems to me that the good is getting “gooder” and the bad is getting “badder”. The only people that can turn this dynamic around starts with you and me. This season is a time of celebration, but also of reflection.

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  • Why You Should Choose PanFinancial Insurance Solutions!

    Author: PanFinancial Insurance Solutions | Aug 14, 2019 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    Whether you’re saving for your child’s education, buying a new house, or making provisions for unpredictable losses, your end goal is to develop financial stability. An effective way of securing your future is by working with a wealth management firm or an investment advisor.

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  • Busted! Don’t Believe This Life Insurance Myth!

    Author: PanFinancial Insurance Solutions | Jul 08, 2019 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    Over the past fifty years that we’ve spent in the financial management field, we heard the statement - “Life insurance is a rip-off” - so many times, that we’ve lost count! For starters, this belief is entirely untrue as life insurance has countless benefits that help you and your family throughout your life, and even once you’ve passed.

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  • How PanFinancial Insurance Solutions Has Been Helping Clients Since 1985

    Author: PanFinancial Insurance Solutions | Jun 25, 2019 | Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management

    Tax Planning Toronto

    As an investment and wealth management firm in Toronto, Ontario, we are in the business of working with high net worth professionals or entrepreneurs to provide unique and creative solutions in the areas of wealth maximization, tax reduction strategies, and estate planning.

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  • Investors Beware

    Author: Gord Berger | May 28, 2019 | Categories: Estate Planning , Financial Planning , Financial Strategist , Tax Minimization , Tax Reduction Strategies , Wealth Creation , Wealth Management

    Alternative Investments Toronto

    On Oct. 24, 2017, the Law Society of Upper Canada issued a notice to lawyers concerning syndicated mortgages and syndicated mortgage investments.

    A syndicated mortgage is a mortgage where two or more persons participate as investors. Syndicated mortgages can be as simple as two people lending to a third person, the loan secured against a single family home, or as complex as a group of people pooling individual investments in a major development proposal known as a Syndicated Mortgage Investment (“SMI”).

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  • Food for thought...DEEP thought!

    Author: Gord Berger | May 21, 2019 | Categories: Estate Planning , Financial Planning , Insurance Planning , Tax Minimization , Tax Planning , Tax Reduction Strategies , Wealth Creation , Wealth Management

    Alternative Investments Toronto

    A WINTER FRIEND

    This article is so befitting for all of us... take time to ponder... the last statement printed in red cannot be refuted:-

    I FIRST STARTED READING THIS EMAIL AND WAS READING FAST UNTIL I REACHED THE THIRD SENTENCE. I STOPPED THEN AND STARTED OVER, READING SLOWER, AND THINKING ABOUT EVERY WORD... IT MAKES YOU STOP AND THINK.

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  • Estate Planning
  • Financial Planning
  • Financial Strategist
  • Insurance Planning
  • Tax Minimization
  • Tax Planning
  • Tax Reduction Strategies
  • Unique Investments
  • Wealth Creation
  • Wealth Management

Recent Posts

  • Wages are finally keeping up with inflation in the US
  • CRA: An Important Warning for CRB and CERB Recipients!
  • Learn the Difference Between a Will and a Trust
  • Help clients better navigate the governments new recovery benefits
  • Creating your will: a guide for couples
  • Know the warning signs when sniffing out financial infidelity
  • Is Silicon Valley Ready for WFH?
  • Canada pension Bye Bye...let it be known as CPP
  • Top Five Things To Look For When Hiring An Investment Advisor
  • Why You Should Choose PanFinancial Insurance Solutions!
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  • HOME
  • About Us
  • Services
    • Tax Minimization
    • Wealth Creation
    • Unique Investments
  • Service Areas
  • Testimonials
  • Blog
  • Contact Us