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2018
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2018
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Year: 2018

Our Spring Newsletter is out - but it's cold out today!

by Julie April 9, 2018

Had a great holiday with lots of warm weather and I’m ready to share our latest newsletter with you!  Hope you enjoy and call me with any questions. Happy Spring! Click the link –  Spring 2018

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How do I report amounts from my T5008 slip?

by Julie March 7, 2018 ACB, capital gain, capital loss, mutual fund, T5008, tax

This post includes the most common questions we receive about reporting T5008 slips.   Do I need to include this T5008 on my return? If you disposed of a security for a gain/loss you should report this on your return. This applies to gains/losses realized when you sell mutual funds.  You can use either the…

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Last chance for spousal loan rates at 1%

by Julie March 5, 2018 income splitting, spousal loans, tax

There are only a few months left to take advantage of low prescribed interest rates for income splitting and other loans as the rate will double to 2% on April 1, 2018. Prescribed rate loans can be used to split investment income with a spouse or common-law partner with lower income. One partner in the highest…

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About Us

Future Financial Planning Group
Since 1978, we have been providing clients in Ottawa, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand.We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services. We challenge the methods in which traditional and non-traditional banks and other financial firms provide services to meet the needs of their clients.
Future Financial Planning Group
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Future Financial Planning Group and term/mart Insurance Agency Ltd. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.

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