by Davlyn Financial | Nov 30, 2023 | 2023, Blog, individuals, tax
The end of 2023 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2023 personal tax tips:Investment...
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 | Jul 31, 2023 | 2022, Blog, business owners, financial advice, financial planning, individuals, mortgage, personal finances, tax
You’ve likely heard much about interest rates, especially house prices and mortgages. Rising interest rates will impact everyone, whether they are borrowers or savers. Why does the Bank of Canada raise interest rates? The Bank of Canada has a monetary policy....
by Davlyn Financial | Apr 7, 2023 | 2023, Blog, business owners, dental benefits, Family, financial planning, individuals
On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures: New transfer options associated with Bill C-208 for intergenerational transfer. New rules for employee ownership trusts. Changes to how the...
