GoTo Wealth

The standard has been set.....Congratulations to Nicola Morgan on becoming a Certified Financial Planner. The CFP certification is the most widely recognized financial planning designation in Canada & worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. Nicola is based in our Fredericton office and works with clients throughout New Brunswick & Ontario. We’re proud of you Nicola!

Congratulations to one of our Senior Financial Advisors & Co-Founder, Tyler Veriker, for his outstanding accomplishments in 2020. Tyler has qualified to become a member of MDRT (Million Dollar Round Table). MDRT membership is recognized internationally as the standard of excellence in the financial services industry.

As 2020 comes to an end, so does another year of earnings. The majority of Canadians now await their T4's or various T slips to determine their total income for the 2020 tax year. Many will be owing money for unpaid taxes. Utilizing a RRSP account is a great way to help minimize taxable income and invest for the future. You're able to contribute 18% of your income to a maximum of $27, 830 for 2020, this could help lower your tax rate & significantly reduce your tax bill. The ...deadline for 2020 contributions is March 1, 2021. We help our clients by using strategies that allow you to get the most out of each dollar earned, today & tomorrow. If you want to learn how to get the most out of a Registered Retirement Savings Plans(RRSP) or Tax Free Savings Accounts(TFSA), email us at [email protected] or schedule a free consultation on our website, www.gotowealth.ca/contact-us

Make sure you have a safe ride home tonight! Happy Christmas Eve, everyone!