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Shared Ownership Critical Illness

Shared Ownership Critical Illness

by Wealthstream Partners Inc. | Nov 1, 2024 | Blog, business owners, corporate, health benefits

Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.Talk to us to see how we can help you.
Tax tips to know before filing your 2023 income tax

Tax tips to know before filing your 2023 income tax

by Wealthstream Partners Inc. | Mar 31, 2024 | 2024, Blog, corporate, Family, financial advice, financial planning, tax

This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...

Recent Posts

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  • Tax-Free Savings Account vs Registered Retirement Savings Plan
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  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips

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How We Work Together

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1. BOOK A MEETING

We talk about your finances & goals.

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2. CREATE THE PLAN

We provide you with a customized plan to achieving your financial goals. 

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3. EXECUTE THE PLAN & REVIEW

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Phone: 519-242-7284

Toll-Free: 1 (866) 969-5232

Email: justin@wealthstream.ca

Address: 45 Allen St. West, Waterloo, ON, N2L 1C9

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