MIRFP Financial Planning
Full service Financial Planning, including retirement, estate and tax planning, as well as life, critical illness and disability insurance.
05/30/2024
Watch this clip from Citytv about a 10-year old named Izmir who is joining the World Partnership Walk this weekend in Calgary to help fight global poverty:
https://youtu.be/-LDeuwohmsY?si=8tElPWQuIraCIQaQ
With over 700 million people in the world living on less than $2 per day, you can step forward to end Global poverty as well. Click on this link to join the fight:
https://www.worldpartnershipwalk.com
Aga Khan Foundation Canada
Young Calgarian runs to fight global poverty An 11-year-old Calgarian has his sights set on bringing awareness to fighting global poverty. Phoenix Phillips reports that his months of training and his s...
06/20/2023
FREE WEBINAR TOMORROW AT 12PM on TAX STRATEGIES FOR RETIREMENT INCOME:
Please join me and Vivek Bansal, CPA, CA, TEP, Director of Tax and Estate Planning at Mackenzie Investments for a FREE lunch and learn webinar on Tax Saving Strategies for Retirement Income:
Date: Wed June 21 from 12pm-1pm
Location: Zoom Meeting
Registration: https://www.eventbrite.ca/e/webinar-tax-strategies-for-retirement-income-with-vivek-bansal-cpa-ca-tickets-660121760957?aff=ebdssbdestsearch
In this FREE webinar you will learn about the five most important tax saving strategies for retirement income:
1) Canada Pension Plan (CPP) or Old Age Security (OAS) decision: When to take it?
2) Income splitting in retirement
3) Converting RRSPs to RRIFs
4) TFSAs for Retirement
5) Order of asset withdrawals
About Our Keynote Speaker: Vivek holds the Chartered Professional Accountant, Chartered Accountant (CPA, CA) and the Trust and Estate Practitioner (TEP) designations. Vivek Bansal joined Mackenzie Investments in October 2019 as Director, Tax and Estate Planning. He brings with him six years’ experience in the areas of personal and corporate tax planning, and knowledge on a broad range of estate planning matters. Prior to joining Mackenzie Investments, Vivek worked for three years with financial advisors at a leading Dealer, in providing tax and estate planning strategies.
Webinar: Tax Strategies for Retirement Income with Vivek Bansal, CPA, CA Webinar: Tax Saving Strategies for Retirement Income with Vivek Bansal, Director of Tax & Estate Planning at Mackenzie Investments
04/10/2023
This is the BEST talk I have heard in over a decade on How to SPEND by Bestselling Author Ramit Sethi who now has a Neflix show called 'How to Live YOUR rich life.' I HIGHLY recommend you spend an hour watching this, it will change your perspective on what it means to be 'rich':
I Will Teach You to Be Rich | Ramit Sethi | Talks at Google “Everyone teaches us how to save. Nobody teaches us how to spend!” Personal finance expert Ramit Sethi shares highlights from his New York Times bestselling ...
05/26/2021
Here is an interesting article about where our economy is headed! https://globalnews.ca/news/7815129/bank-of-canada-2021-strong-growth/
Strong economic growth expected in 2nd half of 2021, Bank of Canada says Macklem said the biggest potential cause of uncertainty was how the coronavirus progressed.
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Contact the business
Address
46 Third Street
Toronto, ON
M8V2X8
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |