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You've worked hard for your money, we understand that. We take the time understand your financial goals and educate you on solid solutions to grow and protect your wealth. We consider your needs, goals and dreams to implement a strategy to help your financial future and provide you with peace of mind.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

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Financial Advice

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

10 Essential Decisions for Business Owners

Business owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We've put together a list of 10 essential decisions for every business owner to consider.

2019 Ontario Budget

The 2019 Ontario budget highlights include CARE tax credit, Estate administration tax and reviews about current tax measures.

2019 Federal Budget

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

2019 Federal Budget

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

Ontario Budget - 2018

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

Tax Lines to Look Out for 2018 Income Tax Year

An outline of the key lines to look out for in the 2018 Income Tax Year.

2019 Financial Calendar

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!

Understanding the Capital Dividend Account

Capital Dividend Account (CDA) is a special corporate tax account which gives shareholders designated capital dividends, tax-free. This account is not recorded in the corporation’s taxable accounting entries or financial statements. For this type of account, capital dividend is taken out from paid-in capital and not from retained earnings.

Tax Planning Tips for End of 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

Financial Planning for Business Owners

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. 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. For you, personally and for your business.

Financial Planning for Incorporated Professionals

Financial planning for incorporated professionals is often two-sided- planning for the practice and personal financial planning.

The Duties Of An Executor

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good idea for a testator to make his or her choice wisely, and for someone who is asked to be an executor to investigate and review exactly what the job entails.

Financial Planning for Incorporated Professionals

Financial planning for incorporated professionals is often two-sided- planning for the practice and personal financial planning.

2018 Federal Budget Highlights for Business

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

Alberta Budget 2018

The 2018 budget for Alberta focuses on the diversification of its post-recession economy, with the aim of creating more stability and less vulnerability to future fluctuations in oil prices. Read for some of the highlights

Nova Scotia Budget 2018

The 2018 budget for Nova Scotia was announced on March 20, 2018 and has a particular focus on the province’s continuing investment in healthcare and education.

Newfoundland and Labrador Budget 2018

The 2018 budget for Newfoundland and Labrador was announced by its Finance Minister Tom Osborne and features very few new spending commitments, taxes or cuts, with the focus being balancing the books and managing and coping with what Obsorne refers to as a “tough phase” in its finances.

Ontario Budget 2018

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

Getting the best from a financial advisor

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

Tax Lines to look out for

It's that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexities that can cause us problems - here are a few of the most common issues experienced by individuals when submitting their tax returns

2018 Federal Budget Highlights for Families

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

2018 Federal Budget Highlights for Business

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

Client Appreciation

Working with Angelina was a pleasure! She did a fantastic job of designing my website. She was easy and stress free. She was in constant communication with me which allowed for great collaboration throughout the course of the design. I would definitely recommend her services.

Valued AdvisorFinancial Advisor

Working with Angelina has been a great experience. Her upbeat personality, professionalism, and responsiveness has made the change over of our website very easy. She delivered on what we asked of her in a timely fashion. Working with Angelina has allowed me to focus on my business and place trust in her technical skills. Angelina and her team at Financial Tech Tools makes the build out of your website a stress free change. She communicates with you effectively and sets reasonable and deliverable expectations.

Valued Advisor Financial Advisor

Since working with Angelina I have seen a 100% increase in my business volume. Angelina is focused, professional and an asset to my business. I cannot say enough about the work she has done in not only increasing my productivity for myself and my clients but also in organizing and keeping me on track with procedures and systems with how my overall business is run.

Valued ClientFinancial Advisor