Clearpoint Wealth Management Inc.
211-5577 153a st V3S 5K7 Surrey, BC, Canada

The pandemic and markets have given companies reason to review their business and rates. As these rates could go up substantially because of these factors, it's a good thing to explore your options and/or review what you have. Lock in those rates before it's too late. Call me to chat further.

FREE, SIMPLE, EASY TO ANSWER, FINANCIAL SNAPSHOT! WHAT'S YOUR SCORE? In these uncertain times, it really shows how strong our financial plans are. It showcased what we have, and what we can improve on to withstand these unforeseen situations. ... I've put together this FREE snapshot for you to find out how your plan is. Find out how your doing!

It's not always what you make, it's what you can keep. Keep more during this time. Have you heard from your advisor? Which one would you choose? If it's "A", PM or contact and find out how. 604.377.1915 or [email protected]

FYI, If you would like to apply for the $2000 per month Canada Emergency Response Benefit (CERB) , but you don’t have access to your MYACCOUNT, the government announced a toll free number. Call 1-800-959-2019.

PLEASE LIKE AND SHARE TO SPREAD THE WORD. Here is an overview of the Canada COVID-19 Economic Response Plan. With the lines opened for Canada Emergency Response Benefit (CERB), if you or someone you know need to apply for this benefit, be prepared to streamline the process: - Double check your myCRA account username and password... - Direct Deposit is setup: 3 to 5 days via Direct Deposit vs 10 days via cheque in the mail You should double check your myCRA username and password by signing in at: https://www.canada.ca//e-services/account-individuals.html If you do not have direct deposit setup with CRA, you can set it up TODAY at: https://www.canada.ca//about-canada-re/direct-deposit.html To help manage the volume, the CRA has setup specific days for you to apply based on month of birth. If you were born in the month of: January, February, March: Mondays d April 6th April, May, June: Tuesdays April 7th July, August, September: Wednesdays April 8th October, November, December: Thursdays April 9th Fridays, Saturdays and Sundays are open for any birth month. Eligibility. The benefit will be available to workers: - Residing in Canada, who are at least 15 years old - Who have stopped working because of COVID-19 and have not voluntarily quit their job or are eligible for EI regular or sickness benefits - Who had income of at least $5,000 in 2019 or in the 12 months prior to the date of their application - Who are or expect to be without employment or self-employment income for at least 14 consecutive days in the initial four-week period. For subsequent benefit periods, they expect to have no employment or self-employment income.

Have you or anyone you know had a recent addition to their family? With all the excitement of a new baby, it’s easy for the parents to overlook some key financial steps to take. In honor of Mother’s Day next Sunday, here are seven tips you might want to share with them or consider for yourself: http://ow.ly/JOqQ30oGNTz

Happy Friday! Canadians optimistic about saving this year But certain factors keep some Canadians from saving successfully. http://ow.ly/aQeY30oaMHV

Happy Thursday! Risks Of DIY Retirement Savings Are Real As People Lose $4 Trillion In Just 3 Months. http://ow.ly/HeAM30oaMjX

Happy Wednesday everyone! Find out how fees and taxes can ruin your retirement. http://ow.ly/6Grn30oaM1Q

Happy Tuesday! What happens to interest on an inheritance while executors fight over a will.http://ow.ly/Hjj130oaLRo

Happy Monday! Life insurance isn't just for income replacement. It is such a huge benefit when it comes to effective estate planning. http://ow.ly/yIVQ30oaLMn