Financial, Retirement, Estate and Tax Planners
Whether your financial situation is complex or not, we can offer solutions to simplify your investments, lower your taxes and increase your income.
Our clients include individuals, families, corporations, trusts, group plans, individual pension plans and non-profit organizations.
• To provide the highest quality financial, estate, tax and retirement strategies possible.
• To increase retirement income by maximizing investment returns while minimizing risk and taxes.
• To increase estate values by minimizing tax, legal and probate fees.
• To expose clients to the best tax advantaged products the industry has to offer and at the lowest cost.
~NEWS AND ANNOUNCEMENTS~
Need help this Tax Season?
Click here for Jamie Golombek's Tax Tool Kit and Tips
Federal Budget Summary 2014
Click here for Jamie Golombek's Budget Summary
Worldsource Financial Tax Slip Mailing Dates
RRSP contribution slips for 2013 as well as the first two weeks of January 2014 were mailed on January 17th.
RRSP slips will be mailed weekly thereafter until March 7th.
T4RSP/T4RIF slips will be mailed January 31st
T5s and NR4s slips will be mailed on February 14th.
Watch Fidelity Manager Dan Dupont on BNN
Click here for BNN clip