Skip to content
Dan CalliganDan Calligan
  • About Dan
  • 360 Process
    • Knowledge Base
    • Cash Flow Management
    • Risk Management
    • Investment Planning
    • Estate Planning
  • Services
  • Tools
  • Blog
  • Let’s Talk

Carte-Promotions

Do what most Canadians
are not doing before retirement
January 24, 2019

[...]

4,136 Comments

Carte-Promotions

Keep Moving forward with our Business Protection Plan
July 19, 2018

Business Protection Plan As a business owner, we know that any unexpected life crisis can [...]

Charitable Giving with Life Insurance–How to do Good for Your Own Benefit.

Charitable Giving with Life Insurance–How to do Good for Your Own Benefit. Canada has a [...]

30
Sep
An IPP Secures Your Retirement Far Better Than Selling Your Business.

An IPP Secures Your Retirement Far Better Than Selling Your Business. Are you relying on [...]

29
Sep
Creating Generational Wealth That Actually Lasts.

Creating Generational Wealth That Actually Lasts. Thanksgiving welcomes the holiday season into our midst. This [...]

24 Comments

28
Sep
Understanding RRIFS.

Understanding RRIFS. Registered Retirement Income Funds (RRIFS) are an investment vehicle that are designed to [...]

2,630 Comments

25
Sep
Risky Business: Types of Investment Risks.

Risky Business: Types of Investment Risks. Risk is something that is ever present in the [...]

2,308 Comments

24
Sep
6 Tips for More Successful Investments.

6 Tips for More Successful Investments. There is no one-and-done way to invest, but there [...]

2 Comments

23
Sep
3 Great Things About the TFSA for Millennials

3 Great Things About the TFSA for Millennials The tax-free savings account (TFSA) turned 11 [...]

4 Comments

21
Sep
Why Skip the Medical When Getting Life Insurance?

Why Skip the Medical When Getting Life Insurance? There are several options for getting life [...]

22 Comments

18
Sep
How Can the Next Two Weeks Reduce Your Tax Burden?

How Can the Next Two Weeks Reduce Your Tax Burden? As part of the federal [...]

25 Comments

17
Sep
RESP & Divorce – Who gets it?

RESP & Divorce – Who gets it? A Registered Education Savings Plan (RESP) allows you [...]

2 Comments

16
Sep
  • 1
  • …
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • …
  • 16
Recent Posts
  • The Importance of Being Realistic About Your Finances
  • 5 Financial Resolutions to Improve Your Cash Flow
  • 4 Tips on How to Balance Financial Priorities
  • Avoid These 10 Common Tax Mistakes
  • Reduce Taxes and Maximize Your Wealth

Contact Info

Phone: +1 (289) 204-2373
Fax: +1 (289) 239-8338
Email: dan.calligan@cartewm.com

Ancaster Office

301-81 Wilson Street West
Ancaster, Ontario, L9G 1N1

© 2021 CWMI. All rights reserved.              Legal     Privacy     Disclosure

    • Contact
    • +1 (289) 204-2373
  • Home
  • About Dan
  • 360 Process
    • Knowledge Base
    • Cash Flow Management
    • Risk Management
    • Investment Planning
    • Estate Planning
  • Services
  • Tools
  • Blog
  • Let’s Talk
  • Client Login