Financial Tech Tools

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.

Insurance

Peace of mind for you and your family. Taking care of what matters most.

Investments

Grow your wealth. Feel confident in your finances.

Estate Planning

Customized strategies for inheritance, wealth transfer and succession to protect your loved ones.

Latest News

Benefits of Consolidation

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

2022 Financial Calendar

Looking for an "at a glance" document covering all the important dates you need to know to stay on track with your financial planning in 2022? Our 2022 financial calendar (which you can easily bookmark or print out) makes sure you're always in the loop! It lists important dates, including: • Payments dates for the Canada Child Benefit, CPP, OAS, and the GST/HST credit. • When TFSA contribution room starts again. • Tax filing deadlines. • Charitable contribution deadlines and the last day to contribute to registered investment accounts. • When the Bank of Canada interest rate announcements are.

2021 Personal Year-End Tax Tips

The end of 2021 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Individuals, including details on COVID-19 benefits and important tax credits. • Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs. • Families, including how to claim childcare expenses and make the most of RESPs. • Retirees, including essential details about applying for CPP and OAS.

2021 Year-End Tax Tips for Business Owners

We’re approaching the end of the year, so it’s time to review your business finances. We’ve put together an article highlighting the most critical tax-planning tips you need to know as a business owner. We’ve focused on: • How to determine the right salary and dividend mix. • The best ways to handle compensation. • How to make sure you can take advantage of the small business deduction. • What you need to know about depreciable assets and charitable donations. • How to make the most of Covid-19 relief programs.

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.

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.

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.