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Retirement Planning

Retirement Planning

by EK Financial | Jan 31, 2023 | Blog, Family, health benefits, life insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
2023 Financial Calendar

2023 Financial Calendar

by EK Financial | Jan 11, 2023 | 2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account

Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
Essential tips and tricks for paying less tax and keeping more of your retirement income

Essential tips and tricks for paying less tax and keeping more of your retirement income

by EK Financial | Oct 5, 2022 | Blog, Retirement

Essential tips and tricks for paying less tax and keeping more of your retirement incomeMost of your retirement income sources are taxable; Canadian Pension Plan (CPP), your personal pension plan (if you have one) and income from your RRIFs. However, if you’ve set up...

Our Approach

MAKING YOUR FUTURE A SUCCESS
Plan for Tomorrow Today

1. DISCOVERY

The step allows us to discover areas that are important to you. The facts about your current financial situation, but also your hopes and dreams.

2. THE PLAN

It is now time to put the solutions into motion with a written letter of
engagement which outlines your plan and everyone’s commitment to it.

3. FINANCIAL HAPPINESS

A plan is just a plan on paper. We are here to help you follow your plan.
Going off track is normal; having support to guide you back on track without
judgment is essential. Our goal is to support you in achieving your goals.

4. THE FUTURE

Life circumstances change, and goals are achieved, your plan changes with
you. We continue to review and improve your plan to make sure it
continues to reflect your goals now and in the future.

BOOK A MEETING

The Financial Happiness Planner.

Book a Meeting

Contact Us

T: (236) 426-1428
C: (403) 923-2880
E: elanda@ekfinancial.ca

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