• CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More
  • CorePlan Financial Inc.

    Achieving your financial goals.

    Learn More

CorePlan Financial Inc.

Our advisors offer comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone.

Business Owners

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

Professionals

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

Families

Customized solutions based on you, plans for you to accumulate and protect your wealth.

Latest news

TFSA vs RRSP - 2024

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. The main difference between the two is that TFSAs are ideal for short-term goals, such as saving for a down payment on a house or a vacation, as its growth is entirely tax-free, while RRSPs are more suitable for long-term goals such as retirement. When comparing deposit differences, TFSAs have a limit of $7,000 for the current year, while RRSPs have a limit of 18% of your pre-tax income from the previous year, with a maximum limit of $31,560. In terms of withdrawals, TFSAs have no conversion requirements and withdrawals are tax-free, while RRSPs must be converted to a Registered Retirement Income Fund (RRIF) at age 71 and withdrawals are taxed as income.

2024 Financial Calendar

Stay ahead in 2024 with our comprehensive financial calendar! From tax filing to benefit distributions, we guide you through key dates like the $7,000 TFSA contribution and $8,000 First Home Savings Account. Bookmark now for a financially savvy year!

2023 Year-End Tax Tips and Strategies for Business Owners

Maximize your tax benefits as a business owner in 2023! Learn key strategies for salary vs. dividends, passive investments, and more.