Balanced Planning
“We measure our success by the success of our clients.”
Tax Prep
Helping achieve your financial goals through financial advice.
FAMILIES
We provide strategies to help families to accumulate and protect your wealth.
BUSINESS OWNERS
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Latest News from Balanced Planning
2025 Financial Calendar
Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2025.
2024 Year-End Tax Tips and Strategies for Business Owners
Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business’s future.
2024 Personal Year End Tax Tips
Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.
Renewing Your Group Benefits Plan
Is it time to renew your group benefits plan? Discover how to maximize this opportunity by refining health, dental, and specialty coverages, staying on budget, and keeping your team’s priorities at the forefront.
Understanding the Registered Education Savings Plan (RESP)
Unlock the power of an RESP to secure your child’s educational future. Learn how tax-deferred growth, government grants, and flexible contribution options can ease the burden of rising post-secondary costs. Plan today for a brighter tomorrow!
Why Life Insurance Should Be Part Of Your Estate Planning
By working hard and carefully managing your money, you’ve set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what you want to do with your assets during estate planning.
In addition, you need to consider your estate planning’s tax implications and how life insurance can help reduce the tax burden your heirs will face.
We’ll tell you about:
• What kind of assets you can include in your estate.
• How life insurance can be used to cover tax liabilities.
• Other reasons you may want to have life insurance as part of your estate planning.