Beacon Financial Solutions Inc.

Beacon Financial Solutions Inc. A Financial Planning Firm "Most people don't plan to fail; they fail to plan." John L. Bad advice is the most common cause of financial failure.

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We have never come across a client who intentionally put his/her future in jeopardy. Financial mistake are more common than you can imagine. We deal with financial mistakes on a daily basis. Test the soundness of your financial plan by answering following questions.

1 Do you know when you want to retire and how much money do you need to retire?
2 Have you drafted your short term, m

edium term and long term goals and do you have a plan to achieve them?
3 How are you protecting your ability to earn income?
4 Do you have a will? Do you have power of attorneys set up?
5 Are you asset rich and cash poor?
6 What is your investment objective and what is your current asset allocation?
7 How protected are you and your family members in uncertain times?
8 Do you have a benchmark against which you measure the performance of your investments?
9 What is the succession plan for your business?
10 Is your financial plan tax efficient not just today but also in future?

How do the new capital gains tax rates impact your portfolio and retirement plans? Call us today at 416-826-7686 to find...
06/24/2024

How do the new capital gains tax rates impact your portfolio and retirement plans? Call us today at 416-826-7686 to find out.

With less than a week before Canada’s capital gains tax inclusion rate is set to rise, the country’s largest small-business association is renewing calls for the federal government to scrap the change or risk negatively impacting thousands of enterprises and their owners.

Capital Gains Conundrum: Taxing Tomorrow for Today's Treasury
06/12/2024

Capital Gains Conundrum: Taxing Tomorrow for Today's Treasury

The former head of Canada’s largest pension plan says the federal government’s decision to delay the implementation of proposed changes to the capital gains tax was made to collect additional tax revenue in the near term.

AI: The Boon or the Curse?
06/12/2024

AI: The Boon or the Curse?

Generative AI is poised to add around eight per cent to Canada’s labour productivity by the end of the decade, according to Microsoft Canada President Chris Barry.

Is Your Cash Flow Holding You Back from Achieving Financial Goals? Let's Create a Plan Together!
05/29/2024

Is Your Cash Flow Holding You Back from Achieving Financial Goals? Let's Create a Plan Together!

A new report suggests an increasing number of Canadians are seeing their credit card balances balloon as the cost-of-living crisis and higher interest rates eat into household budgets.

Govt. of Canada targets businesses. Future investment by businesses may be at risk!
04/19/2024

Govt. of Canada targets businesses. Future investment by businesses may be at risk!

Canada’s decision to increase capital gains taxes was criticized by businesses who warned the move would only exacerbate the country’s investment and productivity woes.

Are you investing in upcoming AI boom? Invest in AI and reduce your portfolio risk. Call us today @ 416 826 7686
04/09/2024

Are you investing in upcoming AI boom? Invest in AI and reduce your portfolio risk. Call us today @ 416 826 7686

Tech experts are hopeful that more than two billion dollars in federal funding for Canada's artificial intelligence industry will accelerate the adoption of technology and help businesses commercialize AI products and services.

Unlock the potential of your finances with the guidance of a certified financial planner. Gain clarity on your tax situa...
03/25/2024

Unlock the potential of your finances with the guidance of a certified financial planner. Gain clarity on your tax situation and seize opportunities tailored to your needs. Contact us today for a comprehensive consultation.

Ahead of the deadline to file your taxes, most Canadians don’t think they are leveraging all of the tax breaks available to them.

Buckle up for the second half of 2024.
03/14/2024

Buckle up for the second half of 2024.

High interest rates are weighing on household credit conditions, which will have implications on spending, according to one chief economist.

Is the worst yet to come?
03/08/2024

Is the worst yet to come?

Consumers in Ontario and British Columbia increasingly missed payments on mortgages and credit cards in the fourth quarter of 2023, Equifax Canada said.

Slowing economy and rising deficits! Buckle up!
02/26/2024

Slowing economy and rising deficits! Buckle up!

The federal government posted a budgetary deficit of $23.6 billion for the first nine months of its 2023-24 fiscal year.

02/02/2024

The Canadian economy bounced back sharply in the final quarter of 2023, driven by higher goods production and shipments and stronger U.S. demand.

01/24/2024

One of Canada's largest business groups says Prime Minister Justin Trudeau’s government is unlikely to follow through on its latest pledge to control its budget shortfalls.

Address

231/80 Maritime Ontario Boulevard
Brampton, ON
L6P2L4

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

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