by Customplan Financial Advisors Inc. | Aug 1, 2026 | 2026, Blog, insurance
What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
by Customplan Financial Advisors Inc. | Jun 1, 2026 | 2026, Blog, investment, Retirement
How to Catch Up on Your RRSP ContributionsIf you have ever felt behind on your RRSP, you are not alone. Life gets in the way, rent, a mortgage, kids, a period of lower income, and RRSP contributions get pushed to the back of the list.Here is the good news: unused RRSP...
by Customplan Financial Advisors Inc. | Apr 1, 2026 | 2026, Blog
Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
by Customplan Financial Advisors Inc. | Mar 30, 2026 | 2026, Blog
What the 2026 Ontario Budget Means for Your Wallet and Your BusinessIf you live or run a business in Ontario, the provincial budget released on March 26, 2026 includes several changes that could affect your taxes, your home purchase, and your bottom line. Whether you...
by Customplan Financial Advisors Inc. | Mar 30, 2026 | 2026, Blog
Manitoba Budget 2026: Lower Grocery Costs, Bigger Tax Credits, and a Path to BalanceGrocery bills, rent, and property taxes — for many Manitoba families, these are the costs that eat into every paycheque. Manitoba’s Finance Minister delivered Budget 2026 on...
by Customplan Financial Advisors Inc. | Mar 2, 2026 | 2026, Blog, tax
Staying informed about financial limits and government benefits is essential for effective planning. The 2026 Canada Money Facts infographic provides a clear snapshot of key savings limits and retirement benefits, including TFSA, RRSP, FHSA, RESP, CPP, and OAS. Here’s...