South Coast Financial Services
We care about your financial self defence ... shouldn't you?
It’s income tax time of the year again!
Everyone wants to reduce their income tax, this can be done by contributing to your RRSP or a spousal RRSP. To reduce last year’s taxable income we can make contributions to our RRSP by February 28, 2020. If you have room to make more RRSP contributions you may want to consider making another contribution. At South Coast Financial Services we thing contributing to your RRSP through a Segregated Fund is the way to go. A Segregated Fund is like a mutual fund however it is sold through an insurance company. It has several advantages over mutual funds:
Another task during this time is preparing and filing your income tax return. South Coast Financial Services now can now prepare your income tax return and E-file it to the CRA. We now have tax professionals who have completed education through H&R block who will prepare your returns. Visit our web site:
www.southcoastfinancialservices.ca and select "Tax Services”
Once there you will see our pricing and a link you can use to contact one of our tax professionals. We can even prepare your taxes if you are not located close to us, all you need to do is contact us and we can then receive scanned copies of your income tax documents to prepare your returns.
Remember: “We care about your financial self defence … shouldn’t you”
Contact us to book your complimentary Financial Goals Analysis with one of our financial advisors to review your financial goals and dreams!
We provide services in all these areas: Income Protection
Investing for the Future
Wills & Powers of Attorney
Should you desire more information in any of these areas contact us, our contact information is below and we would be glad to setup a time where we can sit down and discuss things with you.
Also make sure you book your appointment for your complimentary, comprehensive and confidential Financial Goals Analysis. The analysis can lead you and your family to your financial goals and dreams!