Category Archives: blog

Investing as a Business Owner

    Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.

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    Financial Advice

      An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

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      2019 Ontario Budget

        The 2019 Ontario budget highlights include CARE tax credit, Estate administration tax and reviews about current tax measures.

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        Real Estate or Investments?

          One of the age-old financial quandaries asked of financial advisors is “shall I invest in property or funds?”. Predictably, the answer is not at all straightforward and depends on many factors, including your own financial style, personality and circumstances. Let’s take a look at the pros and cons of each choice to help you to be better informed about which could be the most lucrative option for you

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          BC Budget 2019

            BC Finance Minister Carole James delivered the province’s 2019 budget update on February 19, 2019. The budget anticipates a surplus of $274 million for the current year, $287 million for 2020 and $585 million in 2021.
            The biggest announcements are:
            ● BC Child Opportunity Benefit
            ● Interest Free Student Loans

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            Comparing TFSAs and RRSPs – 2019

              If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features

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