by Davlyn Financial | Jan 31, 2024 | 2024, Blog, business owners, estate planning, Family, financial advice, financial planning, individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account
Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...
by Davlyn Financial | Jan 14, 2024 | Blog, business owners, estate planning
If you are a business owner, incorporated professional or executive concerned about the most effective way to save for retirement, you may want to consider an Individual Pension Plan. What is an Individual Pension Plan (IPP)? An Individual Pension Plan (IPP) is a...
by Davlyn Financial | Nov 14, 2023 | Blog, business owners, estate planning, Family, individuals, retirees
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.Why work with us?Worry less about money and gain control.Organize your finances.Prioritize...
by Davlyn Financial | Oct 31, 2023 | Blog, estate planning, Family, financial planning, individuals, retirees
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances....
by Davlyn Financial | Oct 3, 2023 | Blog, estate planning, Family, financial advice, financial planning, individuals, insurance, investment, life insurance, retirees, Retirement
Retirement is a significant milestone in your life, symbolizing the culmination of years of hard work and financial planning. However, in recent years, there has been a shift in the way people perceive retirement. Many retirees are no longer looking to retire solely...
by Davlyn Financial | Jun 30, 2023 | Blog, Charitable Gifting, estate planning, Family, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...