Here are the 4 top benefits we have seen our mortgage clients gain from it these past few months.
1. Finding the Money without making any investments but simply moving existing investment funds to the right place. We had a client that went from having to pay taxes, to getting a refund! They used this to pay down their mortgage being subject to higher rates upon renewal, the balance will now be reduced, helping them achieve freedom sooner and lower future payments.
2. Lower Insurance Costs I did this myself in the summer savings an extra $1,200.00 per year and got more coverage!
3. Getting Grants Set Up Properly opening of a First Home Savers Account gives you the full benefit allowance to carry forward to help buy your first home any First Timer who hopes to buy in the next 15 years using this new Federal Grant available. That is only one example, our planning partners have been able to help our clients obtain years of disability tax credits they didn’t know they had access to, in most recent months a $10,500.00 lump sum was paid to one of our mortgage family clients which helps if you or your children have a disability. We leaned most people who qualify for this let the money go unclaimed as they get no guidance.
4. When Doing A Creation/Review of a Potential Plan for a client who was up for mortgage renewal living paycheck to paycheck with nothing being able to be saved for retirement they learned they had a transferrable pension from a previous employer over 10 years ago for over $50,000.00 that they would lose the option to transfer after by their 55 birthday which was quickly approaching, thankfully that was able to be obtained to maintain its value and in the hands of the individual to now save for retirement.
To have an introduction kindly email callateam@countoncalla.ca with the best phone number to reach you at and we will have them reach out to you directly.
Angela Calla is an 19-year award-winning woman of influence which sets her apart from the rest. Alongside her team, Angela passionately assists mortgage holders in acquiring the best possible mortgage. Through her presence on “The Mortgage Show” and through her best-selling book “The Mortgage Code“, Angela educates prospective home buyers by providing vital information on mortgages. In light of this, her success awarded her with the 2020Business Leader of the Year Award.
Angela is a frequent go-to source for media and publishers across the country. For media interviews, speaking inquiries, or personal mortgage assistance, please contact Angela at hello@countoncalla.ca or at 604-802-3983.
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