Spear Financial Management Corporation
  • HOME
  • ABOUT
    • ABOUT
    • HAPPY CLIENTS
    • OUR PROCESS
    • FEES & COSTS
    • SUPPLIERS
    • RESOURCES
    • PRIVACY & TERMS OF USE
  • SERVICES
    • BUSINESS OWNERS
      • FINANCIAL PLANNING
      • ESTATE PLANNING
      • SUCCESSION PLANNING
      • INSURANCE PLANNING
      • SPLIT DOLLAR CRITICAL ILLNESS
      • CORPORATE OWNED LIFE INSURANCE
      • BUSINESS CONTINUATION
      • BUSINESS SUCCESSION
      • EXECUTIVE BENEFITS
      • GROUP BENEFITS
    • LIFE STAGES
      • FINANCIAL PLANNING PROCESS
      • STARTING YOUR CAREER
      • GROWING FAMILIES
      • MATURING FAMILIES
      • PREPARING FOR RETIREMENT
      • RETIREES
      • ESTATE PLANNING
    • RETIREMENT PLANNING
      • TAX FREE SAVINGS ACCOUNT
      • REGISTERED EDUCATION SAVINGS PLAN
      • REGISTERED DISABILITY SAVINGS PLAN
      • REGISTERED RETIREMENT SAVINGS PLAN
      • REGISTERED RETIREMENT INCOME FUND
    • INSURANCE PLANNING
      • LIFE INSURANCE
      • MORTGAGE INSURANCE
      • CRITICAL ILLNESS INSURANCE
      • SPLIT DOLLAR CRITICAL ILLNESS
      • CORPORATE OWNED LIFE INSURANCE
      • FOR BUSINESS OWNERS
  • NEWS
  • BOOK A MEETING
  • Search
  • Menu Menu

Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Canada Pension Plan (CPP)
Senior Tax and Benefit information
Seniors Canada website

Get in Touch

Spear Financial Management Corporation
Matthew Ramadan, BA Econ, CFP, CLU
Certified Financial Planner

Tel: 604-609-6196
Fax: 604-684-6024
Kyle@spearfinancial.ca
Matthew@spearfinancial.ca

#300 – 1055 West Hastings St.
Vancouver, British Columbia
V6E 2E9

About

Our focus is always on the long-run, while keeping an eye on shorter-term market trends and volatility. We manage money for young professionals, families and businesses. We also serve as coordinators ensuring those same individuals have proper estate, tax and risk management strategies in place to protect their futures. If you are wondering if a comprehensive Advisor and a wealth management plan is right for you, we offer complimentary (with no obligation) initial meetings. We stand by our commitment to excellence and we sincerely believe we can help.

Sign up for our newsletter!

* indicates required




Our Dealer

Mutual Funds, Private Portfolios and GICs are offered through Monarch Wealth Corporation, sponsoring mutual fund dealer. All insurance products and services are offered through Spear Financial Management Corporation.

©2018 Financial Tech Tools Inc. | Privacy Statement and Terms of Use
Scroll to top