Mountain Strong Financial Inc.
35676 Regal Parkway V3G 2W2 Abbotsford, BC, Canada
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General Information
Locality: Abbotsford, British Columbia
Phone: +1 604-217-1999
Address: 35676 Regal Parkway V3G 2W2 Abbotsford, BC, Canada
Website: www.mountainstrongfinancial.ca
Likes: 102
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Happy to be part of the Estate Planning Council.
Have you covered all your bases to save on your this year? Here are a few items that you should be aware of. https://mountainstrongfinancial.ca/whats-new-for-the-2021-/
Mark your calendars and plan to attend The Advanced Planning for Catholics Webinar Series hosted by the Archdiocese of Vancouver. I will be speaking on Estate Planning for Executors!... Have you been asked to act as an executor for family or friends? Perhaps you are thinking about writing your Will and wondering what you should be looking for in your executor? Register to attend this one-hour session, get answers to some questions you did not even know you had. I will be providing material for the attendees as well as providing an opportunity to schedule a one-on-one meeting after the event, to answer any of your personal questions. https://planning.rcav.org/#lp-pom-block-403 Check out my website for my bio; www.mountainstrongfinancial.ca
Investing? It is important to use the right tools, I can help with either. https://mountainstrongfinancial.ca/the-difference-between-/
My nephew, Dawson had an accident at work on Friday, I thank the Lord he is still with us, but he has experienced a life altering spinal injury. His friend has started this Go Fund Me to help with what is sure to be a long road. I would really appreciate all the prayers you can say for him. If you can support him, I would appreciate that as well.... https://gofund.me/3a54c27e
Mountain Strong Financial Inc. can help you with your savings and investing decisions. Mutual Funds, Private Portfolios and GICs are offered through Monarch Wealth Corporation. All insurance products and services are offered through Mountain Strong Financial Inc.
Self Employed? Give this a read! https://mountainstrongfinancial.ca/self-employed-governmen/
Happy Lunar New Year everyone!
Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have a financial plan and work with a financial planner are: - Confident in achieving financial goals and handling unexpected changes.... - More likely to feel on track with financial affairs. - Successful at sticking to financial strategies. - More likely to have higher levels of emotional, financial and overall contentment. If you want my help, there is an option to share your report with me, I would be happy to see how I can help! https://my.razorplan.com/ca/Advisor?advId=6102E77
What you need to know to make the most of your RSP and TFSA! https://mountainstrongfinancial.ca/tfsa-vs-rrsp-what-you-n/
It takes about 15 minutes to complete the application for your BC Recovery Benefit. If you are a B.C. Resident, as you go through the online form, the system will automatically let you know what you qualify for. Pretty simple to use. You will need your 2019 tax return, a blank cheque to provide your banking information for your deposit. If you have a spouse, you will need their tax return as well.... You can follow this link or google BC Recovery Benefit and go to the website yourself. https://www.etax.gov.bc.ca/btp/BCRBP/_/ Take care, Joe
Have you ever looked into a F.I.R.E. plan? If you are interested, let me know, I can get you started!
Do you have parents living in BC? Are they aware of this benefit? I would recommend you reach out and make sure they receive their benefits. The process can be a little frustrating with different issues they might encounter while going through the process to claim their funds.... I have spoken with seniors who said " Well, that money isn't for us..." Please help out your folks...
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