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2026 Financial Calendar

2026 Financial Calendar

by Financial Tech Tools | Jan 2, 2026 | 2026, Blog, Family, Financial Planning, personal finances, rrsp, tax, Tax Free Savings Account

Welcome to our 2026 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
TFSA vs RRSP 2025

TFSA vs RRSP 2025

by Financial Tech Tools | Jan 31, 2025 | Blog, Investment, rrsp, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following:The differences in...
2025 Financial Calendar

2025 Financial Calendar

by Financial Tech Tools | Jan 1, 2025 | Blog, Family, Financial Planning, personal finances, rrsp, tax, Tax Free Savings Account

Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
TFSA vs RRSP – 2024

TFSA vs RRSP – 2024

by Financial Tech Tools | Feb 1, 2024 | 2024, Blog, Business Owners, Estate Planning, Family, financial advice, Financial Planning, individuals, Investment, personal finances, Professionals, retirement, rrsp, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...

Recent Posts

  • How To Use Insurance To Provide Your Family With Financial Protection
  • Understanding Target Loss Ratio and Your Group Benefits Plan
  • The Five Steps to Insurance Planning
  • How to Catch Up on Your RRSP Contributions
  • What Is Participating Whole Life Insurance?

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Kelly Smith Group

Kelly Smith, CFP, CPA, CGA
Founder and Principal Advisor

(416) 402-1140
kelly.smith@kellysmithgroup.ca

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How To Use Insurance To Provide Your Family With Financial Protection

How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...

Understanding Target Loss Ratio and Your Group Benefits Plan

Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions Addressed:What is a target...

The Five Steps to Insurance Planning

Protect What Matters Most: 5 Steps to Insurance PlanningDisability, Critical Illness, and Life Insurance SolutionsLife is full of uncertainty. While we can’t predict the future, we can prepare for it. Whether you’re protecting your income, your health, or your...

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