Tax Planning – Moulatlet Wealth

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Discover expert financial insights, practical strategies, and market perspectives to help you achieve your goals and secure your financial future.

The 7 Biggest Retirement Planning Mistakes Canadians Make (And How to Avoid Them)

Discover the most common retirement planning mistakes Canadians make and learn practical strategies to build a more secure financial future.

Estate Planning Essentials: Protecting Your Family’s Future

Learn the fundamentals of estate planning, including wills, powers of attorney, beneficiary designations, and strategies to preserve your wealth. Proper planning can help protect your loved ones and ensure your legacy is carried out according to your wishes.

Business Planning

Financial Planning for Small Business Owners in Canada

Running a business comes with unique financial challenges. This article covers retirement planning, tax strategies, cash flow management, and wealth-building techniques designed specifically for entrepreneurs and small business owners.

What

We Do

Financial Planning

Investments

Insurance

Travel Insurance

Health & Dental Insurance

Contact us

Phone

Direct: 236-427-3873

Cell: 604-916-5289

Office: 866-463-8972

Fax: 866-463-8972

Contact

Paulo Sergio Moulatlet, CFP

Investment Funds Advisor, Investia Financial Services Inc.

Life Insurance Advisor

paulo@moulatletwealth.ca

Location

404-1688 152 St Surrey,

BC V4A 4N2

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.