Category Archives: Business Owners

Getting the best from a financial advisor

    Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

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    2018 Federal Budget Highlights for Business

      The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)  Here are the highlights: Small Business Tax Rate Reduction Confirmed Lower small business tax rate from 10% (from

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      BC Budget Highlights 2018

        BC Finance Minister Carole James delivered the province’s 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020. Corporate and personal tax rates remain unchanged. The biggest changes are: Elimination of Medical Services Plan (MSP Premiums) effective

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        6 Steps to Retirement Success

          Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Have a written plan which merges life priorities with financial resources. Consolidate your income-producing assets with one advisor. Layer different sources of income in the most efficient manner. Structure income in order to preserve valuable tax credits and government

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          Ontario Budget 2017

            Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what the budget means for small business owners and individuals.

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            Revisiting your Estate Plan

              For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to ensure that their money continues to earn money for them.

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              Estate Freeze

                Protect your heirs from steep tax burdens through executing an estate freeze. Contact us to learn how.

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                Federal Budget 2017: Business

                  Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for small business owners.

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                  BC Budget 2017

                    BC Finance Minister, Michael de Jong delivered the province’s 2017 budget on Feb. 21, 2017. Learn what the budget means for small business owners and individuals.

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