SaaS Wealth Insurance

As the year ends, it’s the perfect time to plan for taxes and uncover overlooked deductions. End-of-year tax planning can help you maximize deductions like charitable donations, medical expenses, and unused childcare credits. Whether you’re a parent, caregiver, or simply looking to save, these tips can help you make the most of the tax season. #newyear #taxplanning #financialfreedom #SaaS

Some changes you can expect to your holiday shopping bills 👇 Starting December 14th, the federal government will waive GST on select items and offer a $250 Working Canadians Rebate for those earning $150,000 or less. The GST exemption applies to prepared foods, children’s clothing, toys, and more, running until February 2025. These measures aim to ease costs for millions of Canadians during challenging times. #GSTExemption #rebate #holidays #SaaS #financialfreedom

At yesterday’s #VTJTalks event, the tech community came together for an inspiring discussion on scaling world-class products and building high-performing teams. We were fortunate to hear from these outstanding leaders: Michelle Dunlea (on parental leave), VP Product Management at Clio - Cloud-Based Legal Technology: Michelle shared how Clio secured a historic US$900M Series F funding round, cementing its status as a $4B legaltech powerhouse. Timothy Yeung, Director of Product Management at Hootsuite: Tim highlighted Hootsuite’s journey as a pioneer in social media management and its ongoing leadership in the global digital space. Mehrsa Raeiszadeh, PhD, Co-founder of MintList: Mehrsa discussed how MintList’s innovative marketplace saves consumers thousands by enabling them to mix and match dealers for buying and selling cars. Moderated by Brock Lalla, Investment Attraction Advisor at Invest Alberta, the panel provided invaluable insights on scaling strategies, product innovation, and team leadership. Thank you to Vancouver Tech Journal for organizing this incredible event and for the opportunity to be one of the sponsors. It’s always a privilege to support and connect with Vancouver’s thriving tech ecosystem. #SaaS #VancouverTech #TechSolutions #Innovation

Could immediate financing arrangements (IFA) backfire on your finances? This strategy allows individuals to leverage their insurance policies for liquidity, providing a strategic way to manage wealth and meet urgent financial needs. While this can be an effective solution, it carries risks such as rising interest rates, the complexity of ongoing loan management, and the need for careful alignment with long-term financial goals. #ifa #financialfreedom #SaaS #lifeinsurance

During the holiday season, we’re reminded of what truly matters—family, trust, and peace of mind. Helping clients navigate important financial decisions with patience and care is what drives us every day. It’s not just about planning, it’s about empowering you to feel confident in the future. Reviews like this remind us why putting you first will always be at the centre of what we do. #holidays #financialfreedom #SaaS

As more people are becoming entrepreneurs, protecting your business is a step you should not delay. The cost of this type of insurance depends on factors like your industry, business size, and the level of coverage best suited for your needs. Running a business already takes a lot of focus and commitment, and the right insurance can help provide valuable peace of mind. #insurance #entrepreneur #smallbusiness #startup

Want to make the most of your TFSA? If you haven’t maximized your 2024 contribution room yet, there’s still time to take advantage of the tax-free growth opportunities it offers. Any amount you withdraw before December 31 will be added back to your contribution room in 2025, giving you even more flexibility next year #tfsa #investing #financialfreedom #newyear

A quick update could save your loved ones from financial heartbreak. The tragic case of a Halifax woman losing access to her husband's retirement savings highlights how outdated beneficiary designations can have devastating consequences. By ensuring your beneficiaries are always up to date, you can align your financial plans with your current intentions and family priorities. The benefit? Peace of mind knowing your assets will go exactly where you intend them to go, no matter what happens. #estateplan #beneficiaries #financialplanner #financialfreedom

Want to save money while giving back? Charitable donations in Canada can earn you tax credits that reduce the income tax you owe. This encourages more people and businesses to support causes they care about, making a meaningful impact in their communities 🙌 #charity #charitablegifts #taxes #financialfreedom

Here's how you can protect your belongings for less than the cost of a coffee a day 👇 Tenant insurance is a policy that covers your personal belongings, liability, and additional living expenses in case of unexpected events like theft, fire, or water damage. This coverage is perfect for renters who want peace of mind without breaking the bank 🏦 #tenantinsurance #SaaS #insurance #financialfreedom APOLLO Insurance