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Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.

Financial Calendar for 2020 – All the dates you need to know to maximize your benefits!

If your corporate year end is December 31st, it’s a great time to review your business finances. With the federal election over and no major business tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Please keep in mind that your business may be affected by the recent tax on split income (TOSI) and the passive investment income rules given they came into effect in 2018. These rules can be complicated, please don’t hesitate to consult us and your accountant to determine how this can affect your business finances.

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.

Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting.

Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business.

Fee based investing is essentially a style of investment management which charges either a monthly or quarterly fee for the service, rather than a series of charges each time an investment transaction is made. The fee covers a range of services, from initial advice on suitable investments, to portfolio rebalancing and continuous investment opportunity monitoring.

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.

Life insurance is used for two general purposes in a private corporation – managing risk and creating opportunities.

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business.

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget. We’ve put together the key measures for: Individuals and Families, Business Owners and Executives, Retirement and Retirees, Farmers and Fishers