Beckman Wealth Management
1041 Gladstone K1Y3G3 Ottawa, ON, Canada

Best of luck to new & existing small businesses out there. This article may be of value: https://mysolutionsonline.ca/fall-2021/small-business-reboot

The autumn edition of Solutions Magazine is available. Contact us to subscribe electronically. Four editions per year including short videos & tools. The videos provide insight to novice investors looking to get started.

Position your savings to work harder... https://mysolutionsonline.ca/fall-2/sitting-on-some-savings I agree with this article except for "Apply For More Credit". The path to wealth isn't paved with debt. ... Eliminate debt, save & invest wisely. See more

Familiarize yourself with TFSA & RRSP investment strategies. https://individeo.com/individ/embed/bckq3TRrCuPUtR6sXQ-149 If making an RRSP contribution is advantageous to save income tax & further build your personal pension - consider contributing now rather than waiting until the deadline. Is your TFSA working hard enough?... If it's sitting in cash or GICs, you may want to consider a new strategy for the long-term. TFSAs can hold a variety of investments, not just cash. See more

Good afternoon, The spring issue of Solutions Magazine is available: https://mysolutionsonline.ca/current-issue/spring-2021 Note the article "The Value of Naming a Beneficiary" regarding the strategy of lowering estate probate fees.... Contact us if you'd like regular e-delivery of Solutions Magazine to your Inbox. Have a great day, Jon

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We are proud to support the 14th annual Martini Madness - Home Edition. Event proceeds provide research & outreach fund for Crohn's & Colitis Canada. Bulk orders & tax receipts available.

2020 Year-End Tax Tips Brief video commentary highlighting CERB tax implications, tax-sheltered accounts, charitable giving, etc... Compliments of J. Golombek, Managing Director, Tax+Estate Planning with CIBC PWM. https://link.videoplatform.limelight.com/media/

ESG investing (Environmental, Social & Governance) is gaining momentum as investors become increasingly mindful of what's in their portfolio. Our ESG strategy has a long track record of success and meets this criteria:

The last straw... https://www.cbc.ca//these-plastics-will-be-banned-in-canad