Stellar Wealth & Tax Solutions
539 Main St R0E1J0 Oakbank, MB, Canada

First club chukker with my 14 yr old daughter @hope_keller300 She loves the game of polo (and loved hooking her Mom)! #pologirls #pololife #pologirl #juniorpolo @springfieldpoloclub @101poloclub loving our polo ponies!

Thank you to the Knowledge Bureau and the Society of Real Wealth Managers for the invitation to be a part of this exciting event. The Global Pandemic has caused many clients to re-evaluate their plans/ objectives and the Real Wealth Management model provides the framework to help clients feel secure and optimistic for the future. Join us for this free event to learn more........ #rwm #realwealth #realwealthmanagement #financialplanning #financialliteracy #retirement #retirementplan #retirementplanning #pandemic #pandemic2020

Our new polo pony from Phoenix loving the field in Canada @springfieldpoloclub @101poloclub #polopony #pololife

In a recent article published in the Financial Post, Jamie Golombek discusses the announcement by the Canada Revenue Agency (CRA) that it will examine the six (6) most recent years of US real estate transactions to identify cases where Canadian residents owning US real estate have not complied with their obligations to report (i) receipt of US rental income, (ii) ownership of US investment property, and (iii) the sale of US real estate. Due to the significant penalties which ...can be levied for non-compliance with these obligations, we offer you, the reader, an extended overview of standard Canadian tax reporting obligations for Canadians who own US real estate and the penalties which can be triggered if one does not comply with these obligations. We also highlight certain US taxation and US tax compliance obligations for Canadians who earn rental income from US real estate. https://financialpost.com//snowbirds-beware-the-cra-is-hun https://levysalis.com//cra-launches-massive-examination-o/

Great shot by @senftgary and seeing all red! @ Birds Hill Provincial Park

The difference between saving and investing.... https://www.fidelity.ca/fidca/en/investor/save-or-invest#

https://business.financialpost.com//jack-m-mintz-now-more-

Our new signage on Main St! #stellargroup #stellar #cfp #mba #cpa #wealth #tax #money #finance #financialfreedom #crossborder #professional #entrepreneur #ceo #liveyourstellarlife

HERES WHY THE CANADIAN DOLLARS MINI RALLY IS ABOUT TO FIZZLE OUT.... https://business.financialpost.com//posthaste-may-25-heres #snowbirds #crossborder #tax #dualcitizen #usexpat #usexpats #retirement #crossborderliving #stellarlife #liveyourstellarlife

Exciting week in the office. We continue to connect with our clients in a way that works best for them, while following recommended protocols. We thought that this picture would give you a good laugh.....Our "High Tech" set up, a stack of paper, an iPhone, duct tape and a brochure holder. This was for Stefanies interview with The Globe and Mail discussing how we are taking leadership in the industry to connect with clients and adapt quickly to the difficult circumstances. Stay safe and keep well.....

THE REASONS THAT MARKETS MOVE... https://www.advisor.ca//inv/the-reasons-that-markets-move/ #investmentmanagement #investing #investmentplanning #investments #wealth #wealthmanagement #cfp #rwm #realwealthmanagement #retirement #retirementplanning #money #financialplanning #retiree #retired #cashflow #retirementincome

Win the race in uncertain times. Volatility? Theres a tool for that.

We are all coping with our "new normal" and finding a way to support our clients during this difficult time. #ceo #stellargroup #stellar #leadership #covid19 #globalpandemic #pandemic #stockmarket #business #entrepreneur #smallbiz #cfp #success

#investmentmanagement #investing #investmentplanning #investments #wealth #wealthmanagement #cfp #rwm #realwealthmanagement #retirement #retirementplanning #money #financialplanning #retiree #retired #cashflow #retirementincome #stellargroup #stellarlife

https://www.canada.ca//benefi/apply-for-cerb-with-cra.html

https://www.youtube.com/watch?v=QbFWUaX-DJ0&feature=youtu.be We wanted to connect to focus on what matters the most now. It is important to feel a connection especially during this period of time. Emotions are high and there is a lot of uncertainty in the world however there is still a plan in place and many blessings to be had. Your financial plan has been built to be fluid and we have insulation built in to handle these types of situations effectively. That is part of wh...at makes our process unique and why that is important now and for the future. We have deep relationships with our clients, and we will continue to be on the front lines for you. We are not a 1-800 number and we dont take the typical institutional approach. We know you and your families. We care about you and we are laser focused on supporting you through this difficult period. Despite all the turmoil in the world our commitment to delivering excellence to our clients has never been higher. We have every confidence for the future, and we are excited to look beyond the current circumstances and capitalize on future opportunities. You are all in our thoughts. Stay safe and keep well. #retirement #retirementplanning #money #financialplanning #retiree #retired #cashflow #retirementincome #crossborderlife #stellarlife #financial #financialliteracy #cfp #rwm #realwealthmanagment #investing #investments

Proud moment.. https://www.youtube.com/watch?v=xdRblpqE5Xc&feature=youtu.be

Canadian Press NewsAlert: Federal government to boost payroll subsidy https://www.msn.com//canadian-press-newsalert/ar-BB11Mp7b

COVID-19 NOTICE TO CLIENTS DUE TO THE RECOMMENDED RESTRICTIONS FOR COVID-19, OUR OFFICES ARE CLOSED FOR CLIENT APPOINTMENTS HOWEVER, PLEASE FEEL FREE TO DROP YOUR PAPERWORK IN THE SECURE DROPBOX ON THE FRONT OF THE BUILDING OR STOP IN FOLLOWING SOCIAL DISTANCING PROTOCOLS. THE DROPBOX IS CHECKED DAILY AND WE WILL BE IN THE OFFICE REGULARLY DURING THE ISOLATION PERIOD.... IF YOU NEED TO REACH US DIRECTLY, PLEASE CALL OR TEXT 204-801-8065 OR SEND AN EMAIL [email protected] STAY SAFE AND KEEP WELL

This is a valuable self assessment tool that my sister Jaimie and her team at the BC Government developed. www.Covid19.thrive.health

VIDEO TO WATCH- The all weather portfolio https://www.morningstar.ca//199846/the-all-weather-portfol #investments #investing #retirement #retirementplanning #financialplanning #wealthmanagement #stockmarket

What investors should do as we enter a bear market..... https://www.wealthprofessional.ca//what-investors-s/327378 #investing #stockmarket #wealthmanagement #investments #wealth #financialplanning #retirement #retirementplanning

https://www.wealthprofessional.ca//canadian-stocks/327281

How the stock market has performed during past viral outbreaks..... https://www.marketwatch.com//heres-how-the-stock-market-ha Monitoring the market impact of coronavirus........ https://www.fidelity.ca//e/marketupdates/coronavirusimpact #stockmarket #investing #investments #financialplanning #retirementplanning #wealth #wealthmanagement #coronavirus #economy #cfp

Six strategies for volatile markets.... https://www.fidelity.ca//inve/sixstrategiesvolatilemarkets

IMPORTANT - Your 2019 Tax Filing - https://mailchi.mp/2149f80b8/important-your-2019-tax-filing

Q4 2019 STELLAR CLIENT NEWSLETTER - https://mailchi.mp/1ed2a5/q4-2019-stellar-client-newsletter

https://www.msn.com//things-are-looking-up-for/ar-BBYckiz

My sister Jaimie Boyd s podcast. Embracing Digital Government (shes the Chief Digital Officer for the Province of BC). Very thoughtful comments with a professional and personal impact. PS......at 20 min mark of the podcast #proudsister

FP Canada Welcomes New Saskatchewan Legislation to Protect Titles for Financial Planners https://fpcanada.ca/news

https://www.theglobeandmail.com//article-five-vital-year-/ #investmentmanagement #investing #investmentplanning #investments #wealth #wealthmanagement #cfp #rwm #realwealthmanagement #retirement #retirementplanning #money #financialplanning #retiree #retired #tax #taxplanning #cfp #cpa #cga #accounting #accountant #professional

Will global uncertainty rock Canadas resilient economy? https://www.youtube.com/watch?v=HGpv0HOJi2g&feature=youtu.be #investmentmanagement #investing #investmentplanning #investments #wealth #wealthmanagement #cfp #rwm #realwealthmanagement #retirement #retirementplanning #money #financialplanning #retiree #retired #cashflow #retirementincome

Amazing Conference with Fidelity Investments. Portfolio Manager Daniel Kelley discussing the benefits of investing with Founder led businesses. #wealthmanagement #investing #investmentmanagement #visionintovalue ... https://www.partnerswsj.com/fidelity-turning-a-vision-/p/1

Fidelity Due Diligence Conference in Scottsdale, AZ