Stellar Wealth & Tax, Professional Corp.

Stellar Wealth Group is a Client- Centric Financial Planning Firm offering comprehensive Financial & Business Planning and Cross Border advice.

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

Women clients control trillions of dollars and rising, yet only 23% of advisors are female.

OUR FIRM WAS BUILT BY WOMEN AND IS RUN BY WOMEN.
https://t.co/soKsvXxNIA
#woman #womanownedbusiness #womanowned #womenandmoney #womenandwealth #womeninbusiness #women #women #money

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

Aging while maintaining independence is a priority for many of our clients or parents of our clients. Many are concerned about how to manage the later stages of life and the considerations/ challenges that it can bring. Having a plan is essential.

https://t.co/E3wXrHHnRA

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

BREAKING GOOD NEWS- The US Federal Reserve has announced that it will cut interest rates for the first time in four years. The cut of 0.5 per cent brings the Fed’s overnight rate to 4.75-5 per cent.

Positive sign for the markets and for individuals/ businesses carrying debt.

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

OUR RECENT GLOBE & MAIL ARTICLE How advisors can deal with stock-picking clients /via @globeandmail https://t.co/iVurIlKDIK

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

OUR RECENT GLOBE & MAIL ARTICLE How advisors can deal with stock-picking clients /via @globeandmail https://t.co/iVurIlKDIK

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

Hidden cameras reveal how big banks are upselling you (Marketplace)
#financialplanning #moneymanagement #money #moneymatters #FinancialSuccess #financialliteracy #FinancialFreedom #cfp #CPA #MBA #RWM #professional
https://t.co/ui2TnIBxEV

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

DIY "Do It Yourself", versus
working with a FINANCIAL PROFESSIONAL

https://t.co/DUzAPjoAwQ

#ClientExperience #moneymanagement #moneymindset #wealthcreation #wealth #wealthmindset #wealthbuilding #financialplanning #Entrepreneur #Professional #crossborder #DIY

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

STELLAR CLIENT TESTIMONIAL

"Stellar Wealth Professionals are truly an approachable Firm with staff that follow through. Their Clients are #1.

I value being recognized as a person/ individual not just another account. I appreciate how you provide information."

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

WORKING FROM HOME OR HAVE EMPLOYMENT EXPENSES ......What you can claim?

CONTACT US FOR MORE DETAILS AND FOR HELPFUL TAX PREP TOOLS.
https://t.co/E3wXrHGQ22
#tax #taxes #taxes2023 #taxplanning #taxprofessional #taxprofessionals #taxsavings #taxsaving #taxstrategy #taxstrategies

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

We hope that you are having a wonderful Canadian Thanksgiving with your family and those that are important in your life.
https://t.co/kYt5je15lR
#stellar #stellarlife #liveyourstellarlife #stellarpro #pro #professional #retirement #money #financialplanning #financialplan

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

We are so blessed to work and live Cross Border and specialize in working with those that strive for a cross- border life.
#snowbirds #snowbird #crossborder #entrepreneur #entrepreneurs #businessowner #professional #pro #proathlete #retiree #retirement #stellar

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

CONTACT US TO START EARNING A HIGHER RETURN ON YOUR SAVINGS.
5.08% High Interest Savings Acct CDN
5.28% High Interest Savings Acct USD
https://t.co/E3wXrHGQ22
1-888-309-2309
[email protected]
#MONEY #FinancialFreedom #WealthBuilding #WealthManagement #investing #invest

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

On International Women's Day, we celebrate our Stellar Angels aka the staff that cares for and serves our clients with excellence.

#internationalwomensday #Stellar #liveyourstellarlife #professional #stellarpro https://t.co/KFCPCLMjO3 via @FacebookWatch

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

STELLAR CLIENT NEWSLETTER- Wealth, Tax and More
https://t.co/hUyqO8m4jb

#wealthmanagement #tax #taxplanning #professionals #wealth #wealthmindset #wealthbuilding #FinancialPlanning #financialfreedom #stellar #liveyourstellarlife #crossborder #snowbirds

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

THE COST OF LIVING- Sink, Swim or Surf
Our latest Blog Post
https://t.co/4FYRfSKa4H

#liveyourstellarlife #stellarlife #liveyourbestlife #retirees #retirement #wealthmanagement #wealthmindset #financialplanning #financialfreedom

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

"We always had the muscle, but just hadn't tested it: Som Seif on investing in Canadian business......"

Part of our new platform is Purpose Advisor Solutions/ Harness. This is an excellent video to watch to learn more.
https://t.co/cYeDiMu6oC

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

This season we were happy to support charities both with our donation but also with assisting our Clients with their In Kind Donations. A very valuable financial planning strategy to have the greatest impact from a #philanthropy and #taxplanningstrategy #taxplanning perspective.

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

YOUR YEAR END FINANCIAL PLANNING CHECKLIST
Contact us for details
https://t.co/ZYgP4QdKyW

#financialplanning #finance #MONEY #tax

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

The Stellar Life...
https://t.co/E3wXrHGQ22
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#stellar #stellarlife #liveyourstellarlife #stellarexperience #stellarprofessional #powerofstellarperformance #investmentmanagement #investing #investments #wealth #wealthmanagement #cfp #rwm #realwealthmanagement

[Stellar Wealth & Tax, Professional Corp. @stellar_wealth]

We would like to wish all of our American Clients a Happy Thanksgiving!
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#stellar #stellarlife #liveyourstellarlife #stellarpro #stellarexperience #stellarprofessional #professional #stellarperformance #snowbirds #snowbirds #crossborder #dualcitizen #usexpat #usexpats