Aubrey Chapnick

Open banking gets a lot of airtime, but the average Canadian business owner has no reason to be concerned. Fintech expert and writer Tal Schwartz explains why it might sound scarier than it is, and what it means for the finance sector in Canada.   Watch the full episode: https://lnkd.in/edUCC3mS Visit https://lnkd.in/emJmsK56 to find out more about how our platform gives businesses more control over how they make and receive payments.

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Did you know that a few big tech giants are driving most of the S&P 500's returns? This highlights the importance of diversifying your portfolio to mitigate risk and avoid over-reliance on a small number of stocks. Want to learn more? Visit us at atafinancial.ca or send us a message! #finance #financialadvisors #financialplanning #estateplanning #regina #ReginaFinancialAdvisors #SaskatchewanFinance #retirementplanning #financialservices #ReginaWealthManagement #wealthmanagement #taxplanning #investing #investments #financialtips #stocks #stockmarket

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Financing doesn’t have to be complicated or stressful. At iFinance Canada we’ve reimagined payment plans to be as flexible and seamless as possible. Here’s why you should consider our Easy Monthly Payment Plans: 🔹Flexible Payment Options: Tailored to your clients' needs. 🔹Seamless Process: Our payment plans integrate smoothly into your business operations. 🔹Increased Client Satisfaction: Clients enjoy the convenience of bite-sized monthly payments. 🔹Boost Your Revenue: By offering flexible payment plans, you can attract more clients and retain them longer. 🔹Expert Support: Our team is here to help you implement and manage these plans effortlessly. Ready to transform your business? #Financing #BusinessGrowth #ClientSatisfaction #EasyPayments #IFINANCE #Fintech #b2b #b2c

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We’ve noticed a growing number of companies seeking financing while carrying significant outstanding CRA balances. Falling behind with the CRA not only complicates refinancing efforts but also signals potential mismanagement. Watch this video to learn more—and remember, staying current with your CRA obligations is essential. #CRA #debtadvisory #debtcapitalmarkets

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CRA Monitoring Trading Activity of Marketable Securities in TFSA Accounts The CRA (Canada Revenue Agency) is keeping an eye on TFSA accounts with frequent buying and selling of marketable securities (stocks, bonds, etc.). While TFSAs offer tax-free investment growth, excessive trading activity could raise red flags for the CRA, potentially leading to them questioning if your TFSA is being used as a business, which could result in taxes being owed. #TFSA #CRA #taxplanning #daytrading #investing

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Looking to boost your credit score? Learn how to fix bad credit in Canada by managing debt, making timely payments, and monitoring your credit report for errors. Small changes can make a big impact on your financial future. #CreditScore #FinancialHealth #DebtManagement #MoneyMatters #FinancialAdvisor https://lnkd.in/g_iNHG-k

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Enhance Your Tax Savings with Professional Help from Advance Finserv! 💸🗂️ Navigating the complexities of taxes requires precision and expertise, especially in Canada’s ever-evolving tax landscape. At Advance Finserv, we provide top-notch tax preparation services to help you optimize your savings and ensure full compliance. Here’s how our professional tax preparation services can help you: ✅ Effective Tax Planning: Increase your savings with customized strategies that fit your unique financial needs. ✅ Accurate Filing: Ensure error-free and timely tax filings with our thorough and precise preparation approach. ✅ Regulatory Compliance: Keep informed and adhere to the latest Canadian tax laws and regulations to steer clear of potential issues. ✅ Detailed Deductions: Discover and utilize all available deductions and credits to reduce your taxable income effectively. ✅ Tailored Guidance: Get personalized recommendations and support designed to meet your unique tax needs and objectives. 🌟 Why Choose Advance Finserv? Our expert tax preparation services are designed to help individuals and businesses make the most of their tax opportunities while staying compliant with regulations. With our careful planning and tailored advice, you can manage tax season with ease. Unlock your tax savings and ensure compliance with our expert services! 🔗 Get in touch with Advance Finserv today to discover how our professional tax preparation can support you. #TaxDeductions #AdvanceFinserv #ProfessionalTaxServices #TaxSavingsExperts #TaxConsulting #ComplianceAndSavings

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In this video, you will learn about the role of the Bank of Canada and how rates are set. You will also discover strategies to minimalize financial risk. #CdnAg

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Why no drop in the BoC rate last week? While slowing inflation is “becoming more broad-based across goods and services,” the Bank is looking to see a sustainable decline in core CPI. Here's CMI's take: https://ow.ly/Wqo350Rh7Fs #bankofcanada #inflation #coreinflation #bankrate #overnightrate

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⏳Sneak peek of our conversation with Harry Hothi - who is a Product Marketing Lead at Wealthsimple! Stay tuned for the full episode which comes out next week!

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Ready to take your financial strategy to the next level? We have your back!👋 Tune in to our episode with Tyler Chisholm to learn how we help businesses of all sizes navigate financial storms with confidence. Jamie explores the importance of diversity in industry and recruitment, ensuring teams offer exceptional service to clients. Plus, uncover the transformative impact of fractional CFOs in driving business success. 👀Don't miss out on these expert insights: (link in comments below) #financialstrategy #fractionalCFOs #growthbusiness

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In this edition of the Optimize Weekly Market Recap, our Portfolio Manager, Josh Brown, discusses the Bank of Canada's inclination toward a rate cut amid cooling inflation, the robust consumer spending evident in U.S. Q1 GDP, and how a surge in tech earnings is bolstering investor confidence. (Source: Refinitiv - Optimize) https://lnkd.in/gqXmAr9v #OptimizeWealthManagement #Optimize #OptimizeWealth #FinancialPlanning #PortfolioManagement #FinancialProfessionals

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Why settle for less when you can have more? We know Canadian businesses are tired of high fees, outdated processes, and underwhelming rewards from traditional banks. That’s why we built Vault—to give businesses a smarter, more rewarding way to manage their money. See how Vault stacks up against the Big Banks and stop leaving money on the table. With Vault, you get tools designed for the way businesses work today—not 10 years ago. Sign up today and get 4% back on your business spend until the end of the year: https://lnkd.in/gn9SEM-r

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Feeling overwhelmed by debt payments in Canada? Debt consolidation might simplify your finances, combining multiple debts into one manageable payment. Discover your options from personal loans to alternative solutions like balance transfers, Consumer Proposals or perhaps Bankruptcy. https://bit.ly/4fF4xD6 #Bankruptcy #ConsumerProposal #PersonalLoans #DebtPayments #DebtConsolidation

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Investiprise can help you understand your business’ worth and establish the Most Probable Selling Price (MPSP). Knowing the true value of your business is crucial for selling, strategic planning, and financial decision-making. Trust our qualified professionals to find out what your business is *really* worth. 📲 514-527-6888.

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