Strata Wealth & Risk Management Inc.
1120 Bay Street P1P1Z9 Gravenhurst, ON, Canada

RRSP Season has arrived and you have until March 1, 2021 to make contributions to your RRSPs as though you made them in 2020. The maximum RRSP contribution limit for 2020 was $27,230. The maximum RRSP contribution limit for 2021 is $27,830. Adding to your RRSPs is a great way to save on taxes. Interested in making a contribution? Give us a call today 705-645-3229. - #rrsp #rrspseason #taxcredit #investing #investingtips #investing101 #retirement #retirementplanning #retirementgoals #retirementplan #retirementincome #cashflowplan #wealth #wealthbuilding #wealthmindset #wealthmanagement #wealthcoach #wealthbuilder

Did you work from home in 2020? You may be eligible for a tax break. You are eligible to claim a deduction for home office expenses for the period you worked from home, if you meet all of the criteria: you worked from home in 2020 due to the COVID-19 pandemic or your employer required you to work from home you worked more than 50% of the time from home for a period of at least four consecutive weeks in 2020 have a completed and signed Form T2200S or Form T2200 from your... employer (only applicable if the detailed method is used to complete the claim) the expenses are used directly in your work during the period To learn more visit: https://bit.ly/3beSjlR See more

Join our team! We are currently seeking a Tax Associate and an Assistant & Onboarding Specialist to join our accounting division. If you want to be a part of a highly motivated client-focused team visit our job postings here: https://indeedhi.re/35d6hB2 Please share this post if you know someone who would be a good fit!

This full-time position is an exciting opportunity to join a motivated client-focused team in Gravenhurst, Ontario. This organization provides tax planning, complete bookkeeping services, and training with regard to all aspects of financial reporting and analysis for entrepreneurs in all industries. The Assistant & Onboarding Specialist position requires a professional, friendly, organized, and outgoing individual who is looking for an exciting career opportunity. Responsibil...ities: - Take care of office tasks such as answering phone calls, scheduling appointments, and scanning records - Managing calendars and emails - Greeting clients and visitors, providing information or referrals as needed, taking messages as needed, processing payments as needed - Resolve client concerns and complaints while ensuring that excellent service standards are met - Organizing and planning a filing system and maintaining electronic and hard-copy filing systems - Learning new software and setting up new systems - Onboarding and ongoing communication with clients and their representatives throughout the year, utilizing various communication tools. - Supporting the team by keeping processes current - Contributing to team effort by completing tasks as needed Required Skills: - High level of professionalism - Strong customer service skills - Ability to be creative and resourceful in finding effective solutions to problems and situations - Ability to multi-task effectively combined with a strong sense of urgency - Reliability in following through with commitments and responsibilities - Excellent English written and verbal communication skills - Strong computer skills including internet use, Windows, Excel, and Word - Flexible and adaptable to a changing workflow - Positive team player - Strong organizational and planning skills - Reliable Expected start date: 2021-01-11 Job Type: Full-time Pay: $38,500.00-$42,500.00 per year COVID-19 considerations: We are limiting client contact as much as possible by providing alternatives to in-person meetings, and alternative methods for clients to submit paperwork.

As the successful candidate, your responsibilities will include: - Prepare year-end financial statements and corporate tax returns for non-assurance clients (compilation engagements), including related bookkeeping and year-end adjustments - Preparation of personal income tax returns - Preparation of T4 & T5 series forms... - Assistance with other special projects as they arise Qualifications: - At least 1 full year of experience working in a CPA firm - University graduate with or enrolled in an accounting degree (CPA) - Must have excellent computer and Microsoft Excel skills and willingness to upgrade computer skills - Excellent client service skills - Excellent oral and written communication skills - Maintain well-organized filing systems and work area - Provide service to clients in a respectful, sensitive, and confidential manner - Ability to work independently and collaboratively - Demonstrate ability to perform multi-tasks in an environment where priorities can change rapidly - Lifelong commitment to learning Knowledge of Caseware, Cantax, Quickbooks, and Microsoft Office would be a definite asset. If you are interested in joining this growing practice, please submit your resume and cover letter in confidence. Expected start date: 2021-01-11 COVID-19 considerations: We are limiting client contact as much as possible by providing alternatives to in-person meetings, and alternative methods for clients to submit paperwork.

Thank you so much for the kind words, Paul. There is nothing better than helping people reach their financial goals. "$70,000. My wife and I were just over $70,000 in debt as of March 2015. 50 grand was school and credit debt and the other 20 was what was owing on our vehicles. We have great credit and a newer house but were never making major dents in our debt. Until a relative introduced us to Tyler Burtch. After a few talks and a little homework on our end, we were able t...o create a new cash flow program. NO consolidation NO gimmicks Just a smarter way to make our money work for us. In August of 2017 we are debt free. All the while putting money away into RRSP, RESP, emergency account and a vacation fund. Many of us think we have a good grasp on money management but we come up short. Let these guys do it for you and achieve your goal of financial freedom." - #review #client #nogimmicks #debtfree #retirement #retirementplanning #retirementgoals #retirementplan #retirementincome #cashflowplan #wealth #wealthbuilding #wealthmindset #wealthmanagement #wealthcoach #wealthbuilder See more

What the new year brings to you will depend a great deal on what you bring to the new year! 365 new days, 365 new chances. What are your 2021 goals? - #newyear #2021goals #newchances #365newdays365newchances #inspire

What a great snap of the Muskoka Steamships by @adel.farid3. Do you have any great shots from the Wharf? If so, tag us, we would love to see them! -- #lovewhereyoulive #lovewhereyouwork #muskokalife #gravenhurstontario #wharf #muskokasteamships

The biggest factor in deciding whether to pay off a mortgage early or invest the extra cash from a pay raise, work bonus, or financial gift is your interest rate. If the rate on your mortgage is higher than what you might make by investing the cash, it's often better to pay down your debt before investing more. Given the current mortgages rates, you might consider refinancing and using the money you'll save on your mortgage + your extra cash and investing. If you would like to know more, schedule a no obligation consultation with one of our wealth specialists today 705-645-3229. -- #mortgage #invest #investing #investingtips #investing101 #retirement #retirementplanning #retirementgoals #retirementplan #retirementincome #cashflowplan #wealth #wealthbuilding #wealthmindset #wealthmanagement #wealthcoach #wealthbuilder

A heartfelt thank you to all those who served. Our local legion, Branch 302, has been restricted to INVITE ONLY due to Covid-19. They are asking the public to stay home and observe a moment of silence within their social circles. -- #remembranceday #lestweforget

Wise words It’s simple arithmetic: Your income can grow only to the extent that you do. - T. Harv Eker - #quote #wisewords #wisewordsoftheday #growth #growthmindset #strata #stratahelps #income

Thank you so much for the kind words, Lori. There is nothing better than helping people reach their financial goals. - #review #finance #financialplanning #financialadvisor #financialgoals #financialfreedom #cashflowplan #noworries #5star #happycustomer #wealth #personalizeplan