Category Archives: disability insurance

Personal Tax Planning Tips – End of 2020 Tax Year

    To help our clients, we’ve put together a comprehensive article filled with great tips on how to get ready for 2020 tax season. Here’s a summary of our personal tax tips article:

    • Details about the different COVID-19 benefits programs and the tax ramifications of them

    • Information about family tax issues including the Canada Child Benefits and tips on how to split income.

    • Managing investments. Details about contributing to various savings plans such as a TFSA, RESP, or RDSP. Also tips on how and when to donate to charity and how to time the purchase or sale of investments.

    • Retirement planning. How to make the most of your RRSP, things to know if you’ve turned 71, and tips on RRIF conversion.

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    Insurance Planning for Business Owners

      For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.

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      Insurance Planning for Young Families

        For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.

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