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Lynda KaufmanisLynda Kaufmanis
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Carte-Promotions

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

[...]

3,133 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 Tips for the Soon-to-Be Retiree

Listen to this Podcast 5 Tips for the Soon-to-Be Retiree Making the conscious decision to [...]

3,713 Comments

30
Jul
What to expect from a financial advisor

Listen to this Podcast What to expect from a financial advisor For many people, the [...]

1,911 Comments

28
Jun
What is Tax Freedom Day in Canada?

Listen to this Podcast What is Tax Freedom Day in Canada? Get ready Canada – [...]

3,473 Comments

29
May
7 Secrets Revealed by Your Financial Advisor

Listen to this Podcast 7 Secrets Revealed by Your Financial Advisor You rely on your [...]

1,378 Comments

01
May
Does Mental Health Qualify for an RDSP?

Listen to this Podcast Does Mental Health Qualify for an RDSP? If you or someone [...]

2,041 Comments

26
Mar
Does Your Mortgage Insurance Cover All the Benefits?

Listen to this Podcast Does Your Mortgage Insurance Cover All the Benefits? If you have [...]

3,288 Comments

08
Mar
RRSP A few Rules to Remember

Contribution limits: Your annual contribution limit is 18% of your earned income from the previous [...]

1,700 Comments

12
Feb
Protect Your RRSP with Critical Illness Insurance

Listen to this Podcast Protect Your RRSP with Critical Illness Insurance Now that RRSP season [...]

3,841 Comments

07
Feb
Turn Taxes into income

Listen to this Podcast Three Smart Ways to Turn Income Tax into Cash No one [...]

644 Comments

22
Jan
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Recent Posts
  • RRIF Reduction Saves Tax
  • Claim Your Work-From-Home Costs
  • New Tax Credits to be Claimed
  • Defer Paying Your Tax Bill
  • Here’s What’s New for the 2021 Tax Season

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
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  • Services
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  • Blog
  • Let’s Talk
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