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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Secure your children's or grandchildren's financial future. Let's explore how participating life insurance can be a smart choice for kids.
#SecureFuture #FinancialPlanning #LifeInsuranceForKids #GenerationWealth #SmartInvesting
#SecureFuture #FinancialPlanning #LifeInsuranceForKids #GenerationWealth #SmartInvesting
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61% of Canadians afraid of running out of money in retirement: survey | Benefits Canada.com
61% of Canadians afraid of running out of money in retirement: survey
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/advantum.financial/
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/advantum.financial/
Cooler weather doesn’t mean your finances need to freeze up! 🍂🍁🧣 Let’s review your financial strategy to ensure it covers every aspect of your life.
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
Cooler weather doesn’t mean your finances need to freeze up! 🍂🍁🧣 Let’s review your financial strategy to ensure it covers every aspect of your life.
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
#fallintofinances #financialplanning #stayprepared #smartinvesting #securefuture #moneymatters
Four tax-saving moves that must be made before year’s end: Dale Jackson
Four tax-saving moves that must be made before year’s end
Make Your Generosity Count More
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Make Your Generosity Count More
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Did you know that donating appreciated securities can help you avoid capital gains tax while still getting the same charitable donation credit? At Advantum Financial Solutions, we show you how to make smart, tax-efficient contributions that align with your long-term financial goals.
💼 Explore more ways to give wisely – reach out to our team today.
#TaxEfficiency #WealthManagement #LegacyPlanning #CharitableGiving
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
🎯 Focus on What Matters Most
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
🎯 Focus on What Matters Most
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
Charitable giving can be more than a good deed – it’s an opportunity to reduce your tax burden and leave a meaningful legacy. With strategies like donor-advised funds and corporate giving, Advantum Financial Solutions helps you make the most of your donations.
📞 Contact us today to start planning your charitable journey!
#WealthManagement #Philanthropy #EstatePlanning #TaxStrategies #GivingBack
Building brighter financial futures.
Here’s what one of our clients had to say about their experience working with Sean Peach and our team.
#WealthManagement #FinancialGoals #HappyClient
Here’s what one of our clients had to say about their experience working with Sean Peach and our team.
#WealthManagement #FinancialGoals #HappyClient
Building brighter financial futures.
Here’s what one of our clients had to say about their experience working with Sean Peach and our team.
#WealthManagement #FinancialGoals #HappyClient
Here’s what one of our clients had to say about their experience working with Sean Peach and our team.
#WealthManagement #FinancialGoals #HappyClient
Plan today for tomorrow's impact! 🌿
Use your RRSPs, life insurance, or appreciated securities to give back while saving on taxes. At Advantum Financial Solutions we can guide you through smart charitable giving strategies. 💡
#EstatePlanning #FinancialStrategies #CharitableGiving
Use your RRSPs, life insurance, or appreciated securities to give back while saving on taxes. At Advantum Financial Solutions we can guide you through smart charitable giving strategies. 💡
#EstatePlanning #FinancialStrategies #CharitableGiving
Plan today for tomorrow's impact! 🌿
Use your RRSPs, life insurance, or appreciated securities to give back while saving on taxes. At Advantum Financial Solutions we can guide you through smart charitable giving strategies. 💡
#EstatePlanning #FinancialStrategies #CharitableGiving
Use your RRSPs, life insurance, or appreciated securities to give back while saving on taxes. At Advantum Financial Solutions we can guide you through smart charitable giving strategies. 💡
#EstatePlanning #FinancialStrategies #CharitableGiving
Giving Back While Moving Forward 💡
At Advantum Financial Solutions, we guide you through the complexities of charitable giving to help you maximize your impact. From tax credits to estate planning, our strategies make your generosity work for your financial success.
💬 Message us to discover how you can align your charitable goals with tax efficiency and wealth management.
#FinancialSolutions #WealthPlanning #CharitableGiving #TaxEfficient #AdvantumAdvantage
At Advantum Financial Solutions, we guide you through the complexities of charitable giving to help you maximize your impact. From tax credits to estate planning, our strategies make your generosity work for your financial success.
💬 Message us to discover how you can align your charitable goals with tax efficiency and wealth management.
#FinancialSolutions #WealthPlanning #CharitableGiving #TaxEfficient #AdvantumAdvantage
Giving Back While Moving Forward 💡
At Advantum Financial Solutions, we guide you through the complexities of charitable giving to help you maximize your impact. From tax credits to estate planning, our strategies make your generosity work for your financial success.
💬 Message us to discover how you can align your charitable goals with tax efficiency and wealth management.
#FinancialSolutions #WealthPlanning #CharitableGiving #TaxEfficient #AdvantumAdvantage
At Advantum Financial Solutions, we guide you through the complexities of charitable giving to help you maximize your impact. From tax credits to estate planning, our strategies make your generosity work for your financial success.
💬 Message us to discover how you can align your charitable goals with tax efficiency and wealth management.
#FinancialSolutions #WealthPlanning #CharitableGiving #TaxEfficient #AdvantumAdvantage
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
On this Remembrance Day, we honor the bravery and sacrifices of those who served to protect our freedoms. Let us take a moment to reflect on their courage and express our gratitude. Lest we forget.
On this Remembrance Day, we honor the bravery and sacrifices of those who served to protect our freedoms. Let us take a moment to reflect on their courage and express our gratitude. Lest we forget.
How Charitable Giving Can Elevate Your Legacy
At Advantum Financial Solutions, we help you maximize the impact of your charitable contributions while safeguarding your wealth. Whether you’re donating cash, marketable securities, or leveraging life insurance, our tailored strategies ensure your giving aligns with your estate and tax planning goals.
Ready to turn generosity into a powerful legacy? Contact us to learn how charitable giving fits into your wealth management plan.
#LegacyBuilding #WealthManagement #EstatePlanning #Philanthropy #TaxStrategy
At Advantum Financial Solutions, we help you maximize the impact of your charitable contributions while safeguarding your wealth. Whether you’re donating cash, marketable securities, or leveraging life insurance, our tailored strategies ensure your giving aligns with your estate and tax planning goals.
Ready to turn generosity into a powerful legacy? Contact us to learn how charitable giving fits into your wealth management plan.
#LegacyBuilding #WealthManagement #EstatePlanning #Philanthropy #TaxStrategy
How Charitable Giving Can Elevate Your Legacy
At Advantum Financial Solutions, we help you maximize the impact of your charitable contributions while safeguarding your wealth. Whether you’re donating cash, marketable securities, or leveraging life insurance, our tailored strategies ensure your giving aligns with your estate and tax planning goals.
Ready to turn generosity into a powerful legacy? Contact us to learn how charitable giving fits into your wealth management plan.
#LegacyBuilding #WealthManagement #EstatePlanning #Philanthropy #TaxStrategy
At Advantum Financial Solutions, we help you maximize the impact of your charitable contributions while safeguarding your wealth. Whether you’re donating cash, marketable securities, or leveraging life insurance, our tailored strategies ensure your giving aligns with your estate and tax planning goals.
Ready to turn generosity into a powerful legacy? Contact us to learn how charitable giving fits into your wealth management plan.
#LegacyBuilding #WealthManagement #EstatePlanning #Philanthropy #TaxStrategy
💡 Did you know?
You can claim charitable donations for up to 75% of your net income annually! Federal and provincial tax credits can give you up to 54.75% back, depending on where you live. At Advantum Financial Solutions we can help you maximize your charitable giving while reducing your taxes. Let’s plan your legacy together! 🌿✨
#TaxCredits #CharitableGiving #FinancialPlanning #WealthStrategy #AdvantumFinancial
You can claim charitable donations for up to 75% of your net income annually! Federal and provincial tax credits can give you up to 54.75% back, depending on where you live. At Advantum Financial Solutions we can help you maximize your charitable giving while reducing your taxes. Let’s plan your legacy together! 🌿✨
#TaxCredits #CharitableGiving #FinancialPlanning #WealthStrategy #AdvantumFinancial
💡 Did you know?
You can claim charitable donations for up to 75% of your net income annually! Federal and provincial tax credits can give you up to 54.75% back, depending on where you live. At Advantum Financial Solutions we can help you maximize your charitable giving while reducing your taxes. Let’s plan your legacy together! 🌿✨
#TaxCredits #CharitableGiving #FinancialPlanning #WealthStrategy #AdvantumFinancial
You can claim charitable donations for up to 75% of your net income annually! Federal and provincial tax credits can give you up to 54.75% back, depending on where you live. At Advantum Financial Solutions we can help you maximize your charitable giving while reducing your taxes. Let’s plan your legacy together! 🌿✨
#TaxCredits #CharitableGiving #FinancialPlanning #WealthStrategy #AdvantumFinancial
Charitable Giving: Beyond Generosity
When it comes to charitable giving, generosity is just the beginning. Whether you’re donating cash or appreciated securities, or considering using your RRSP or life insurance to give back, our team at Advantum Financial Solutions can help you plan for maximum impact – for both your legacy and your financial well-being. 💼💡
Interested in learning how your charitable contributions can also reduce your tax burden? Contact us today!
#CharitableGiving #EstatePlanning #WealthManagement #FinancialSuccess
When it comes to charitable giving, generosity is just the beginning. Whether you’re donating cash or appreciated securities, or considering using your RRSP or life insurance to give back, our team at Advantum Financial Solutions can help you plan for maximum impact – for both your legacy and your financial well-being. 💼💡
Interested in learning how your charitable contributions can also reduce your tax burden? Contact us today!
#CharitableGiving #EstatePlanning #WealthManagement #FinancialSuccess
Charitable Giving: Beyond Generosity
When it comes to charitable giving, generosity is just the beginning. Whether you’re donating cash or appreciated securities, or considering using your RRSP or life insurance to give back, our team at Advantum Financial Solutions can help you plan for maximum impact – for both your legacy and your financial well-being. 💼💡
Interested in learning how your charitable contributions can also reduce your tax burden? Contact us today!
#CharitableGiving #EstatePlanning #WealthManagement #FinancialSuccess
When it comes to charitable giving, generosity is just the beginning. Whether you’re donating cash or appreciated securities, or considering using your RRSP or life insurance to give back, our team at Advantum Financial Solutions can help you plan for maximum impact – for both your legacy and your financial well-being. 💼💡
Interested in learning how your charitable contributions can also reduce your tax burden? Contact us today!
#CharitableGiving #EstatePlanning #WealthManagement #FinancialSuccess
Another satisfied client!
We’re proud to have helped Jared achieve their financial goals. Here’s what they had to say about working with Sean: 'Sean has always been amazing to work with and his ability to look at the whole picture - family, health, finances - provides a truly unique perspective on financial planning. He has helped my family through some difficult times and having someone like Sean and his team to have your back makes those potentially stressful life moments so much easier to manage.'
#FinancialFreedom #ClientSuccess #Testimonial #WeAreHereToHelp
We’re proud to have helped Jared achieve their financial goals. Here’s what they had to say about working with Sean: 'Sean has always been amazing to work with and his ability to look at the whole picture - family, health, finances - provides a truly unique perspective on financial planning. He has helped my family through some difficult times and having someone like Sean and his team to have your back makes those potentially stressful life moments so much easier to manage.'
#FinancialFreedom #ClientSuccess #Testimonial #WeAreHereToHelp
Another satisfied client!
We’re proud to have helped Jared achieve their financial goals. Here’s what they had to say about working with Sean: 'Sean has always been amazing to work with and his ability to look at the whole picture - family, health, finances - provides a truly unique perspective on financial planning. He has helped my family through some difficult times and having someone like Sean and his team to have your back makes those potentially stressful life moments so much easier to manage.'
#FinancialFreedom #ClientSuccess #Testimonial #WeAreHereToHelp
We’re proud to have helped Jared achieve their financial goals. Here’s what they had to say about working with Sean: 'Sean has always been amazing to work with and his ability to look at the whole picture - family, health, finances - provides a truly unique perspective on financial planning. He has helped my family through some difficult times and having someone like Sean and his team to have your back makes those potentially stressful life moments so much easier to manage.'
#FinancialFreedom #ClientSuccess #Testimonial #WeAreHereToHelp
Using charitable giving to meet tax minimization and estate goals
Want to give back while also optimizing your tax and estate planning? Discover how charitable gifting can help you meet both your philanthropic and financial goals!
In our latest article, we explore strategies that allow you to support causes you care about AND reduce your tax burden. It's a win-win for your legacy and your wallet!
https://www.peacearchnews.com/marketplace/using-charitable-giving-to-meet-tax-minimization-and-estate-goals-7578109
#EstatePlanning #TaxStrategy #CharitableGifting #Philanthropy #FinancialGoals #GiveBack
In our latest article, we explore strategies that allow you to support causes you care about AND reduce your tax burden. It's a win-win for your legacy and your wallet!
https://www.peacearchnews.com/marketplace/using-charitable-giving-to-meet-tax-minimization-and-estate-goals-7578109
#EstatePlanning #TaxStrategy #CharitableGifting #Philanthropy #FinancialGoals #GiveBack
Charitable giving helps more than just those in need! 🌍 At Advantum Financial Solutions, we guide you in maximizing the tax benefits of your donations. From cash to appreciated securities, our strategies help you give more while saving on taxes. Learn more! 💼 #CharitableGiving #TaxPlanning #WealthManagement
Charitable giving helps more than just those in need! 🌍 At Advantum Financial Solutions, we guide you in maximizing the tax benefits of your donations. From cash to appreciated securities, our strategies help you give more while saving on taxes. Learn more! 💼 #CharitableGiving #TaxPlanning #WealthManagement
Happy Thanksgiving! As we gather with loved ones to give thanks, it's a great time to reflect on what matters most. Wishing you and your family a season of abundance and peace!
Happy Thanksgiving! As we gather with loved ones to give thanks, it's a great time to reflect on what matters most. Wishing you and your family a season of abundance and peace!
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.