Creating-Wealth Christine Walsh

Creating-Wealth Christine Walsh "All dreams are within reach. All you have to do is keep moving towards them." Think Beyond The Banks If you don't have a map, how do you know how to get there?

Since 2007, Christine Walsh CSK Management has been providing trusted services that meet a wide range of business and personal needs to my clients in the Oshawa and surrounding areas. I have expanded to offer services in Northern Ontario in the Temiskaming Shores and surrounding areas. (across Ontario) I am here to handle all of your financial management needs, including income security and mortga

ges, so you can focus on your core priorities — in business and life. As a Mortgage Agent Level 2- I am here to help you get a better deal. As a Mortgage Agent Level 2, I work you to shop the mortgage market, saving you time and money. Lic #- M1801428 Brokerage #- 12176

As a financial Advisor- I help you set your GPS. I work with you to help reach those goals, whether it be retirement, protecting your family from financial Burden, home purchases, tax savings, estate planning, wills, group, and individual health benefits. As a Tax Specialist- I can help show you how to lower your tax liability in most cases, get more on your tax returns, and plan for your future using tax money. PM me now for my monthly update!!

Happy Solar Eclipse Day!Be safe and minds your eyes!👓
04/08/2024

Happy Solar Eclipse Day!
Be safe and minds your eyes!👓

03/28/2024

💥📣NEWS📣💥

📬STRAIGHT FROM CRA TO MY EMAIL

For those not sure if you needed to file a T3 Bare Trust, You do not for 2023
Caused an uproar and backed down for now!

💥💥NEW – Bare trusts are exempt from trust reporting requirements for 2023

To support ongoing efforts to ensure the effectiveness and integrity of Canada’s tax system, the Government of Canada introduced new reporting requirements for trusts.

In recognition that the new reporting requirements for bare trusts have had an unintended impact on Canadians, the Canada Revenue Agency (CRA) will not require bare trusts to file a T3 Income Tax and Information Return (T3 return), including Schedule 15 (Beneficial Ownership Information of a Trust), for the 2023 tax year, unless the CRA makes a direct request for these filings.

Over the coming months, the CRA will work with the Department of Finance to further clarify its guidance on this filing requirement. The CRA will communicate with Canadians as further information becomes available.

02/23/2024

📣Tax Season, Let’s Go!!📣

I wanted to reach out and inform you of some changes I have implemented this year to streamline our communication and document management process.

In the past, I've noticed that managing tax documents through various channels such as text, multiple emails, WhatsApp, Facebook Messenger, etc., has become quite overwhelming. To simplify this process, I am introducing a new method that I believe will benefit us all.

📩 I sent out an email inviting you to log into a portal through Client Track. Your login ID is your email, and a temporary password has been provided. Upon logging in, you will be prompted to create your own password.

This portal will serve as a centralized location for all your tax documents. Once I add your documents you will also be able to access your tax return and NOAs (Notice of Assessment if I have access to your CRA and add them) at any time.

Using this portal is more secure than email or text messaging, as it is approved by CRA (Canada Revenue Agency).

If you have any questions or concerns, please do not hesitate to reach out to me.

For those who may have missed the email or deleted it thinking it was spam, or maybe indo not have your email address, please let me know, and I will resend it to you.

📸 You can upload any file type, including PDFs, JPEGs, and pictures from your camera (provided they are clear).

The system will notify me when you upload documents, and vice versa, it will notify you if I have added any documents for you.

I appreciate your support and feedback! If you have a moment, a🔎 Facebook review would be greatly appreciated. Unfortunately, my Google account is currently unavailable.

Additionally, please remember that I am here to assist you with various financial needs, including mortgages, life insurance, critical illness coverage, disability insurance, investments, and more. If you or someone you know are considering these services, I would be delighted to discuss option.

I also offer complimentary (FREE) financial analysis plans to help you make informed decisions.

Chat soon!!

02/23/2024
📣First Time Homebuyers 👂 Listen up call now!Before December 31st to take advantage of the FHSA!We only need to open the ...
12/09/2023

📣First Time Homebuyers
👂 Listen up call now!
Before December 31st to take advantage of the FHSA!
We only need to open the account before December31st, no 💰money needed right now!
🤙☎️ 905.809.9160
Final part

Check out Christine Walsh's video.

📣First time homebuyers!⏰️ Clock is ticking, Call before December 31st🗓 Part 2
12/09/2023

📣First time homebuyers!
⏰️ Clock is ticking, Call before December 31st🗓
Part 2

Check out Christine Walsh's video.

Clock is ticking contact me before December 31st!Part 1
12/09/2023

Clock is ticking contact me before December 31st!
Part 1

Check out Christine Walsh's video.

bettermortgageinsurance.ca/withchristinewalshIn todays world of quick and online access, give this a try!It isn't just m...
05/05/2023

bettermortgageinsurance.ca/withchristinewalsh

In todays world of quick and online access, give this a try!
It isn't just mortgage insurance it is investing in your families well being in the even of your passing.

They say it is never to late, but sometimes it is.

Click the link to get set up or a quote.

If you have questions give me a call or message!

Better Mortgage Insurance covers your loved ones should the unexpected happen. You can use it with any bank, your coverage doesn’t shrink as you pay off your mortgage, and your family receives the payout, not the bank. Learn more...

To book with me using my calendar
03/27/2023

To book with me using my calendar

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

03/12/2023

Mortgage Talk-Terminology Part 2

Address

365 Broadway Street
Haileybury, ON
P0J1K0

Opening Hours

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

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