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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

RGE and Associates

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Canada
Saint Catharines, ON
RGE and Associates

We are experts in personal financial planning and business growth strategies, we specialize in finding the best solutions to meet your financial goals.

06/08/2023

Why you need a will

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

If you die without a valid will, your estate will be distributed according to provincial laws. Having an up-to-date will is essential to ensuring your estate is distributed as you intend it, and that your death doesn't create a legal and administrative burden to your family.

06/01/2023

How recession fears are shaping investor behaviour and emotions

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

In the first quarter of 2023, investors wrestled with fast-changing market conditions. Here are some takeaways and tips on where to invest.

05/25/2023

THREE TIPS FOR MANAGING DEBT

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

Paying down debt can be a challenge, especially when you have many other financial priorities. These tips from financial planners can help.

05/18/2023

5 TIPS FOR MAKING THE MOST OF YOUR TAX REFUND

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

Receiving a tax refund can feel like you just hit the jackpot, but it’s best to be thoughtful about how you spend it.

04/13/2023

Wills explained

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

A will is a formal document that describes how you want your assets distributed after your death. You can change your will at any time before your death, as long as you have the mental capacity to know and understand the change.

04/06/2023

HOW SMALL BUSINESSES CAN STAY FINANCIALLY RESILIENT BY WORKING WITH A FINANCIAL PLANNER

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

For small business owners, creating and maintaining a financial plan is one of the keys to achieving financial resilience.

03/30/2023

Who to name as executor when family members aren’t an option

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

It’s not always possible or beneficial to name a family member or close friend as executor in your will. Here’s when you should consider a professional or trust company.

03/23/2023

MANAGING YOUR TAXES IN 2023: 5 THINGS TO KNOW

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

When it comes to managing your taxes, there are new rules and opportunities that may affect you in 2023 – and understanding them can help you prepare.

02/09/2023

Self Employed? How Financial Planning Can Help You Mind the (Income) Gap

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

By 2020, it is predicted that 45% of the Canadian workforce will be self-employed, either full- or part-time. A CFP professional can give you the confidence in your finances that you need to be happily self-employed.

02/02/2023

Role of the executor

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

The executor's job is central to the estate settlement process – from arranging the funeral, to paying bills, to distributing estate assets. Learn what role executors take in order to choose the right person for the job.

01/26/2023

Estate planning and trusts for a beneficiary with a disability

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Visit https://www.rgeandassociates.com for financial planning & bookkeeping services.

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type of professional is best?

Address

10 Leawood Crt
Saint Catharines, ON
L2T3R6

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.rgeandassociates.com/

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