Category Archives: Business Owners

Retirement Planning for Business Owners

    Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

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    Estate Planning for Business Owners

      Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.

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      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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