Financial Tech Tools

Our mission at Financial Tech Tools is to promote financial literacy. When you understand your finances, you can determine what your next move will be. When you feel secure, you gain confidence in your finances. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can be detrimental to mental and physical health, families, relationships and even productivity. With this in mind, we’re providing advisors with a free powerpoin...t presentation to promote financial literacy in the community especially during these times. https://bit.ly/34RqXP4 #financialliteracymonth #financialliteracy

We were recently featured in the Globe and Mail speaking about designing websites and content for financial advisors and integrating it with social and email newsletters. In the article we talk about how advisors can use their website to grow their business. We are grateful to the advisors that choose us to be their content and website provider and giving us the opportunity to grow with them. Thank you to the Globe and Mail for shining a spotlight on Financial Tech Tools.

The intention behind the Guide to Covid-19: Government Relief Programs in Canada is to provide advisors an opportunity to help their clients and prospects to cut through the noise and make sure they’re getting all the help they can receive from the federal and provincial programs. Download the free guide: https://financialtechtools.ca/guide-to-covid-19/

Insurance Planning for Business Owners For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your business in the case of uncontrollable events such as disability, critical illness or loss of a key shareholder or employee. This infographic addresses the importance of corpor...ate insurance. If you’re a subscriber advisor of Financial Tech Tools, please let us know if you’d like this infographic and article to share with your prospects and clients. https://lnkd.in/gedijJX #financialtechtools #lifeinsurance #insurance #criticalillness #healthinsurance #employeebenefits #businessinsurance #managingrisk

Our 2020 RRSP Campaign is out. Free download for our newsletter subscribers and LinkedIn Connections. The campaign includes social media images, website content and online calculator. Download it here: https://financialtechtools.ca/2020-rrsp-campaign/

Financial Calendar Important dates for January!

Financial Facts for Business Owners 2020. So as our 2020 New Year’s gift for all our LinkedIn Connections. You can get your own branded version. F-R-E-E. Please send us your logo, your name, title, phone number, email address and website address so we can brand it to you. https://financialtechtools.ca/2020-financial-facts-bo/

Financial Calendar 2020 January highlight: Additional $6,000 TFSA Contribution Room. If you have never contributed to your TFSA since it's introduction in 2009, the limit is $69,500. (assuming you were age of majority in 2019)... https://financialtechtools.ca/2020-financial-calendar/

Financial Facts for Business Owners 2020. So as our 2020 New Year’s gift for all our Facebook Followers. You can get your own branded version. F-R-E-E. Please send us your logo, your name, title, phone number, email address and website address so we can brand it to you. https://financialtechtools.ca/2020-financial-facts-bo/

2020 Financial Calendar Financial Calendar for 2020 All the dates you need to know to maximize your benefits! https://financialtechtools.ca/2020-financial-calendar/

I have to say it, my memory is not as good as it use to be, age kinda does that to you but what I do remember is that I loved having a cheat sheet which is why we created the 2020 Financial Cheat Sheet for Employees. The way we created this was based around our Financial Checklist (below and if you want to read the whole article, you should totally check it out: https://financialtechtools.ca/financial-planning-checklist/ ) So as our Christmas gift for all our newsletter subsc...ribers. You can get your own branded version. F-R-E-E. Please send us your logo, your name, title, phone number, email address and website address so we can brand it to you. We also might need a little bit of patience since it might take a little while to make your own free version. https://financialtechtools.ca/2020-financial-facts/

As a business owner, I’ll admit, when we started Financial Tech Tools, it was crazy. I’ll confess, I’m still a little crazy but now I can consider some more serious stuff like Salary vs Dividend. As a business owner, we have the ability to pay salary, dividends or a combo of both which can be complicated. So for our advisors, we’ve put together an article and infographic that outlines the advantages and disadvantages to both. In the article and infographic we look at persona...l tax, corporate tax, RRSP, CPP and EI. As usual, we also advise that before any decision is made that you always consult an accountant. They love the numbers. P.S. We are working on a salary vs dividend calculator, but it’s taking longer than we thought so when it’s out, we’ll let you know. https://financialtechtools.ca/salary-vs-dividend/

We have created year end tax tips for business owners from a financial advisor’s perspective. Advisors can provide this to their business owner clients, prospects and accountants to help with corporate year end tax planning. In the article, we assume that the corporate year end is December 31st, however this is useful for whenever the business year end comes up. For some business owners, this may be the first year their business is experiencing the new passive investment income regime and TOSI rules, therefore we recommend that advisors connect with the business owner and accountant to ensure that effective tax planning is happening. https://financialtechtools.ca/2019-year-end-tax-tips-bo/