Cerullo Financial Services in Waterloo
On December 01 at 12:04 AM
Today is #GivingTuesday
We are long time supporters of the Children's Health Foundation in London. If you are able to support a charitable organization today, we encourage you to do so.
Did you know that many registered charities provide receipts that are tax deductible?
It makes your donation a #WinWin transaction
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#givingtuesdayca #givingtuesdaywr #cfp #charity #giveback #community

Cerullo Financial Services in Waterloo
On November 24 at 2:56 PM
Contemplating investing? We are here to help
Visit our Contact Us page to set up a time to discuss your financial goals and set you on a path to financial security
https://www.cerullofinancialservices.ca/contact-us

Cerullo Financial Services in Waterloo
On November 21 at 11:01 AM
#GivingTuesday happens December 1st this year. Many charities have donation sites online this year. Remember that donations to registered charities are tax deductible, so keep your your emailed receipts in a safe place.
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#taxplanning #givingback #giveback #community #Charity

Cerullo Financial Services in Waterloo
On November 19 at 11:30 AM
Do you have a retirement plan? Here are 5 steps to help you prepare
1. Know about any outstanding debts
2. Check that your will is up to date with your current situation
3. Collect your financial paper work including RRSP slips and Personal Tax reporting
4. Talk to a financial expert about your goals
5. Envision how you will spend your future financial freedom

Need help with #4? Visit our website to connect with us!
https://www.cerullofinancialservices.ca

Cerullo Financial Services in Waterloo
On November 19 at 10:35 AM
Did #Covid19 change your financials? Now is the time to connect with Cerullo Financial Services and create a plan that works for your situation.
Visit https://www.cerullofinancialservices.ca to learn more
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#FinancialServices #FinancialPlanning #MoneyManagement

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