Point B News
2025 Year-End Tax Tips and Strategies for Business Owners
As 2025 wraps up, it’s time for business owners to focus on smart year-end tax strategies. Learn how to manage cash flow, balance salary and dividends, and take advantage of deductions and credits before December 31.
2025 Personal Year End Tax Tips
The end of 2025 is the perfect time to get organized and take advantage of key tax-saving opportunities. From RRSPs and TFSAs to family credits and student benefits, these practical year-end tips can help you save money and prepare for tax season with confidence.
2025 Federal Budget Highlights
The 2025 Federal Budget focuses on stability and long-term growth, with no new broad tax increases. Key updates include GST relief for first-time home buyers, new credits for caregivers, and expanded incentives for clean-tech and manufacturing investment. The budget also clarifies how the 21-year rule applies to trusts and delays the new bare-trust reporting requirements to 2026. Overall, the plan aims to balance fiscal discipline with practical support for Canadians and small businesses.
Celebrating 25 Years in the Financial Industry!
Exactly twenty-five years ago I ventured into the financial industry, with a burning passion to make a positive impact on people’s lives by helping them realize their financial goals.
The Road to Point B
Life goals are important. I would like to share with you the reasons behind our name “Point B Financial”, and why having a Point B is so important in your life to reach your goals.
365 Blank Pages to Fill
Janus, the Roman god of doors and transitions, was always portrayed with two faces – one looking backward, and one looking forward. We too need to use the turning of the year to look back in assessment, and to look forward in anticipation.
Five years with Point B Financial
Thank you, Kelly for joining our “Point B Dream Team”
Welcome our newest team member
We are thrilled to welcome, as the newest member of the Point B Financial family — Jody Kovacs.
Point B Financial Update
2020 may have been a challenging year, but through any challenge, we become stronger. I wanted to share a short video greeting with you to personally give a Point B Financial Update.
My Business Magazine: Sharing my story
I was recently honoured by being featured in “My Business Magazine” and am happy to share my story.
Please note: Articles dated prior to November 4, 2025, were written before the Advisor’s registration with Worldsource Wealth Management Inc. and reflect her previous dealer affiliation.