Tax can be annoying. The way the changes to the capital gains inclusion rate has been rolled out is even more annoying. Factoring in the limited time to consider options could all trigger an emotional decision that isn’t necessarily in your best interests.
For Female Founders host Sarah Bundy and Julia sat down to talk about how to set up your business finances to scale and exit.
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’
Spring in Canadian finance is a thrilling time with RRSP and tax deadlines, plus the Federal Budget. Hopefully, you have been navigating this without stress, focusing on life amidst filing taxes and grasping the 2024 Budget’s implications on your life.
How this advisor went from being a broke, single mom to a successful entrepreneur and financial planner