Cerullo Financial Services

Helping you save some Funds! Parks Canada offers Unlimited admission to over 80 destinations across the country with a valid Discovery Pass

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Protecting your family: It’s much easier to think about it now than it is during the moment something happens. Learn more at https://news.cerullofinancialservices.ca/protecting-your-family

We are happy to connect with Greater KW Chamber of Commerce Members!

Member Spotlight: Cerullo Financial Services

They provide personalized, comprehensive guidance to help you navigate your financial goals with confidence.

Core Offerings:
-Financial & Retirement Planning: Custom strategies to secure your long-term future.
-Investment & Tax Optimization: Tailored portfolio management and tax-efficiency planning.
-Asset Protection: Insurance analysis and estate planning to safeguard your wealth.
Ready to take control of your financial future? Visit news.cerullofinancialservices.ca today to learn how their team can support your journey.

Back to school is just around the corner. Do you need more info about an RESP? Find out more at https://news.cerullofinancialservices.ca/registered-education-savings-plan

A gentle reminder that charitable donations are often tax-deductible. First check that the organization will provide you with a receipt that includes its registered charity number. Then after donating, download your receipt (via email link or pdf) or watch for it in your mail. Keep your charitable donations throughout the year together in a folder so you have them ready at tax time.
Make sure to lend a helping hand when you can.

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and while you work. Insurance is always in the background discreetly doing its job. Most of us, however, do not think about it much or realize the very important function that all types of insurance provide. Learn more at https://news.cerullofinancialservices.ca/e-newsletter/2024/2024-08/article-2.htm

We hope you are enjoying the Civic Holiday!
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Looking for Staycation Savings this Summer? Try the CANADA STRONG PASS
More info at https://www.canada.ca/en/canadian-heritage/campaigns/canada-pass.html

Looking to feel more confident and in control of your finances? Here are five areas where a few thoughtful adjustments can help https://news.cerullofinancialservices.ca/five-habits-that-can-help-strengthen-your-financial-future

Planning a Staycation this Summer? Start with these tips https://news.cerullofinancialservices.ca/make-this-summer
Let us know in the comments which ones made your list 🌞🏖