Tyler Hirsche
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, PFP, B.Mgt.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
How we can help you
We can help provide peace of mind. For more than 150 years, Sun Life Financial has worked with Canadians to help them reach their financial goals. Building a relationship with our team is the first step. Clients here in Lethbridge and surrounding areas receive the advantages of working with local professionals. We are dedicated to helping Clients and we’ll help you achieve lifetime financial security.
Our approach
We will identify your goals and meet to understand your needs. We’ll work to understand where you have come from and where you are today. We will help articulate your financial goals and help you create a plan to achieve them. We believe in making smart choices today that you’ll thank yourself for in the future. We can help you:
- make tax-efficient investment decisions,
- grow your business and protect your investment,
- plan for business succession and
- provide strategies and recommendations.
Once your achieve your goals we’ll work together to adapt your strategy to your evolving needs. By monitoring your plan and measuring your progress we can regularly update your plan as your needs change.
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Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融
以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸
別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。
#稅務規劃 #加拿大永明金融