Latest News
2024 Year-End Tax Tips and Strategies for Business Owners
Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business's future.
2024 Personal Year End Tax Tips
Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.
Renewing Your Group Benefits Plan
Is it time to renew your group benefits plan? Discover how to maximize this opportunity by refining health, dental, and specialty coverages, staying on budget, and keeping your team’s priorities at the forefront.
Learn how we can help you achieve your financial goals
Adrian Belcourt
Financial Advisor
T: (780) 850-8020
E: Adrian@platinumtreefinancial.ca
About
Educate, Empower, Enjoy