Joe Ferreyro Financial Solutions Inc.

03/06/2026

Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://bit.ly/47rV6nS

03/06/2026

From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.

03/05/2026

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://bit.ly/4rMc7Bs

03/05/2026

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://bit.ly/4sy9NOF

03/05/2026

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://bit.ly/4lbl44E

03/04/2026

When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.

03/03/2026

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

03/03/2026

Are you struggling with debt and finding it difficult to save for the future? You’re invited to attend a webinar on Wednesday, March 11th at 7PM. How to start saving today will explore these topics in-depth:

• Understanding credit and savings essentials
• Debt management
• Whether buying or renting might be right for you
DATE: March 11th 2026
TIME: 7 PM
Reserve your spot now! https://bit.ly/4u6Qk9e

03/02/2026

Do your include a golden retirement?

Boost your retirement savings as a couple with spousal RRSPs.

Reach out to see how spousal RRSPs can help you build a brighter future together!

https://bit.ly/4u4FGQ6

03/02/2026

Planning your estate? Don't overlook your RRSP!

Designating a beneficiary for your RRSP is an important step to take.

Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.

Help protect your loved ones and your legacy. Let's discuss your options today. https://bit.ly/4rKgRYb

02/27/2026

Investing in Canadian or U.S. stocks? Here's what you need to know:

TFSA:
- Canadian stocks: gains and dividends are tax-free.
- U.S. stocks: there’s a 15% withholding tax on dividends.

RRSP:
- There’s no withholding tax on U.S. stock dividends.
- Future withdrawals will be taxed as ordinary income.

Want to optimize your retirement savings? Let's talk about your RRSP and TFSA strategy! https://bit.ly/470ttCe

02/26/2026

British Columbia's real estate market may be on track to repeat the damaging boom-and-bust cycle that followed the 2008 recession.https://bit.ly/46qA0G9

British Columbia's real estate market may be on track to repeat the damaging boom-and-bust cycle that followed the 2008 recession.