Paladin Financial Inc.

Paladin Financial Inc. An independent Financial Services firm that puts the client first in all aspects of investment, tax, insurance and estate situations.

Since 1999, I have found that the one key objective that makes the most difference to clients is staying in touch. As the world changes, so to do the expectations that we as investment advisors and insurance consultants have to meet. It has been my plan all along to do my best to meet and when possible beat those expectations. I take a client situation and streamline it to simplify their current i

nsurance solution and provide a common sense approach that is easy to understand. Provide education of the insurance industry and pitfalls of the "buy term" concept. Cheapest is not always the best, although it has its place at the right time. The insurance industry changes frequently and it takes an expert to keep up with the relevant changes in the insurance world.

Clear proof that the current govn't is clueless about how many people, i.e. small business this decision will affect.
07/24/2024

Clear proof that the current govn't is clueless about how many people, i.e. small business this decision will affect.

A company could face 60% tax on unintentional payout of excess amounts from its capital dividend account

E-transfers are pretty safe but they can be used to propagate a scam. Below are some tips to be aware of.
05/07/2024

E-transfers are pretty safe but they can be used to propagate a scam. Below are some tips to be aware of.

Receive a sus text? Does an email look off? Is a family member asking for money? Why is the CRA threatening the police and Canada Post wanting you to log in? It just might be a scam.

09/15/2023

Since 1949, the S&P 500 has doubled in value 10 times. We show how long it takes to double your money across a range of annualized returns.

While I spend most of my time managing investment assets, most clients forget the insurance is a huge part of a complete...
04/05/2023

While I spend most of my time managing investment assets, most clients forget the insurance is a huge part of a complete financial plan. I have been using insurance longer than I have managed investments to help clients and sometimes it helps to return to the basics. The article below is an excellent resource for what insurance can do.

What is life insurance? Do you need it and, if so, what kind? How much will it cost? Find out with our guide to the best life insurance in Canada.

Interesting note on US banks. Amongst all the media turmoil, here are some interesting facts.
04/05/2023

Interesting note on US banks. Amongst all the media turmoil, here are some interesting facts.

Uninsured deposits in the U.S. total at least $7 trillion. We show the top 30 banks with the highest level of these deposits.

For anyone wanting to get ahead of tax season. This article will give you a basic idea what your tax bracket will be.
11/15/2021

For anyone wanting to get ahead of tax season. This article will give you a basic idea what your tax bracket will be.

To help you prepare for tax season, our charts break down the different tax brackets in Canada based on your annual income.

If you weren't aware, the new mortgage rules kicked in today. If you or someone in your family are looking for a new or ...
06/01/2021

If you weren't aware, the new mortgage rules kicked in today. If you or someone in your family are looking for a new or newer home in the active market, the information below might be of interest.

The borrowing guidelines for mortgages are changing as of June 1, 2021. Here’s how the new mortgage stress test rules will affect you.

An excellent side my side comparison for home insurance. Which is better, creditor insurance through the lender, or pers...
03/23/2021

An excellent side my side comparison for home insurance. Which is better, creditor insurance through the lender, or personally owned life Insurance.

Usually it’s a choice between term life insurance and whole life insurance. But where does mortgage insurance come into play? We talked to an expert to find out when it’s needed.

It is that time of year for some. If you are prone to charitable giving during the Christmas Season, here are some of th...
12/13/2020

It is that time of year for some. If you are prone to charitable giving during the Christmas Season, here are some of the best charities to get the most bang for the dollar you contribute. If you don't support one of these, there are also ways to determine how your charity is spending your money. Merry Christmas in a difficult Holiday season.

The research director of Charity Intelligence shares how to assess which organizations will create maximum impact with the money you give.

Every little idea can help, even though a lot of you have already purchased a lot of your gifts months ago.
12/06/2020

Every little idea can help, even though a lot of you have already purchased a lot of your gifts months ago.

Can you be festive without going into debt? With these money saving tips you can.

They are out there every year, Here are this years bunch of scams.
12/01/2020

They are out there every year, Here are this years bunch of scams.

Don't be a victim for a CERB scam, CRA fraud or something else. Fraudsters have stolen more than $37 million from Canadians this year.

In week two of financial literacy month, it’s important to realize how important debt repayment is a part of your financ...
11/08/2020

In week two of financial literacy month, it’s important to realize how important debt repayment is a part of your financial plan.

Lindsay needs to run the numbers to find out how much money she has to put towards debt repayment or investments. Here's how to use the priority pyramid.

Address

110, 1209 59 Avenue SE
Calgary, AB
T2H1P6

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Alerts

Be the first to know and let us send you an email when Paladin Financial Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Paladin Financial Inc.:

Share