Insurance

RESP

An RESP is a powerful way to save for your child’s or grandchild’s post-secondary education. Parents, grandparents and friends can contribute money any time to an RESP.

RRSP

A registered retirement savings plan (RRSP) is a personal savings account that has special tax advantages.

TFSA

A tax-free savings account lets you save up to $5,500/year for any purpose without paying taxes on the investment growth.

A registered disability savings plan (RDSP) is a savings plan that is intended to help parents and others save for the long term financial security of a person who is eligible for the disability tax credit (DTC).

Mutual Funds

A mutual fund is an investment vehicle that pools money belonging to many people to invest in a variety stocks, bonds or other securities.

Segregated Funds

Segregated funds, like mutual funds, are market-based investments. A large pool of money belonging to many people is invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool.

Term Deposits

A term deposit is a cash investment held at a financial institution. Your money is invested for an agreed rate of interest over a fixed amount of time, or term.

Retirement Planning

Your retirement income will typically come from a number of different sources. You may be eligible for CPP/QPP and OAS or other government benefits – and you may have a company pension.

Estate Planning

Estate planning involves planning for how an individual’s assets will be preserved, managed, and distributed after death.

Income Tax

When it comes to that time of the year to have your taxes prepared, count on the professionals at IWM to get the job done right!

Personal

Companies dislike the term ‘turnaround consulting’ because it represents failure. The truth is that turnaround consulting represents success.

Small Business

Running a small business is busy enough for entrepreneurs. Count on IWM to handle all of your small business taxation needs.

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Philip and the team at Innovative Wealth helped us to claim credits we did not know we could access on behalf of dependants. Their efforts made all the difference to our parents living a more comfortable retirement

Donna P.

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