Karl A Smith, Certified Financial Planner
8920 Woodbine Ave, Suite 203 L3R 9W9 Markham, ON, Canada

All the best for 2021.....

Here is some great insight of how important it is to have the right people doing your estate planning. Please don't short change yourself by doing your will the cheap way, it can be very expensive in the long run. Things you may not think about.

Thought I would share these videos, this always create great conversations with customers. In my role as a financial planner I have dealt with so many situations of I wish I had listen to you. We take our most important asset for granted to often. We have no problem paying for car insurance - yes it is mandatory I know. But talking to clients about protecting themselves and it's always to much.. until something happens... Please don't let that be you. https://player.vimeo.com/video/310909583 https://www.youtube.com/watch?v=36KzE-0B-XI&t=18s

great info for all my business owners client

Great news.... this great offer has being extended

Hope every one is doing well, I try my best to share information to assist my clients. This may be the perfect time to review your insurance . Here is a link to help you potentially what you need. https://planningtools.ca/needs-analysis/ Please let me know if I can help

If you’re looking to learn more about the Canada Recovery Benefit (CRB), here’s a few things you need to know about eligibility, applying, and the tax implications: ow.ly/Udkm102rpZO

Please check with your accountant to make sure that you have taken the right steps with all the money that was offered over these troubling times by the government. Please take advantage of this deadline.

To all my small business owners, here is away to help yourself to some extra cashflow to assist your business in these tough times.#CLBusinessBoost

If your business has suffered due to the COVID-19 pandemic, read about some of the government resources that are available here. ow.ly/S7wB102qgQj

A little hint for individuals with student loans, or if you have kids. Get ahead of the problem. Give the government a call.