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Lynda KaufmanisLynda Kaufmanis
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Do what most Canadians
are not doing before retirement
January 4, 2019

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2,999 Comments

Carte-Promotions

Keep Moving forward with our Business Protection Plan
July 19, 2018

Business Protection Plan As a business owner, we know that any unexpected life crisis can [...]

5 Financial Resolutions to Improve Your Cash Flow

5 Financial Resolutions to Improve Your Cash Flow By improving your cash flow — the [...]

04
Mar
4 Tips on How to Balance Financial Priorities

4 Tips on How to Balance Financial Priorities Mortgages, debt, retirement, insurance… it can seem [...]

03
Mar
Avoid These 10 Common Tax Mistakes

Listen to this Podcast Avoid These 10 Common Tax Mistakes Filing your income taxes can [...]

01
Mar
Reduce Taxes and Maximize Your Wealth

Reduce Taxes and Maximize Your Wealth Paying the least amount of tax yearly is critical [...]

26
Feb
Your RRSP Deadline is Soon!

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1 Comment

25
Feb
Create A Well Diversified Portfolio to Manage Your Risk

Create A Well Diversified Portfolio to Manage Your Risk Diversifying your portfolio is important because [...]

1 Comment

24
Feb
How Debt Affects Your Life Insurance Policy

How Debt Affects Your Life Insurance Policy One of the functions of life insurance is [...]

19
Feb
Plan Your Tax Strategy for When You Turn 71

Plan Your Tax Strategy for When You Turn 71 The age of 71 is when [...]

18
Feb
What Happened to All the Money from Your Raise?

What Happened to All the Money from Your Raise? You’re not alone if you’re thinking [...]

1 Comment

17
Feb
Learn How to Save For an Emergency Fund While in Debt

Learn How to Save For an Emergency Fund While in Debt If you feel you [...]

1 Comment

16
Feb
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Recent Posts
  • 5 Financial Resolutions to Improve Your Cash Flow
  • 4 Tips on How to Balance Financial Priorities
  • Avoid These 10 Common Tax Mistakes
  • Reduce Taxes and Maximize Your Wealth
  • Your RRSP Deadline is Soon!

Contact Info

Business Phone: +1 (289) 204-2371
Mobile: +1 (289) 259-5237
Toll Free: 1-866-84-CARTE (22783)
Fax: 289-239-8338
Email: lynda.kaufmanis@cartewm.com

Ancaster Office

301-81 Wilson Street West
Ancaster, Ontario, L9G 1N1

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*Life insurance products & services provided through Carte Financial Services Inc.
**Mutual funds provided through Carte Wealth Management Inc.

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  • Home
  • About
  • 360 Process
    • Knowledge Base
    • Cash Flow Management
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    • Estate Planning
  • Services
  • Tools
  • Blog
  • Let’s Talk
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