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Personal Tax Planning Tips – End of 2020 Tax Year

December 2, 20202020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

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.

10 Essential Decisions for Business Owners

November 1, 2020Blog, Business Owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, taxbusiness owners

Business owners are busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.

Insurance Planning for Business Owners

July 6, 2020Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, Travel Insurance

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.

Insurance Planning for Young Families

June 2, 2020Blog, Disability Insurance, Family, health benefits, Insurance, Life Insurance, Travel Insurance

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.

Retirement Planning for Employees

August 11, 2019Blog, Family, health benefits, Life Insurance, Retireesemployees, retirement

Retirement Planning for Employees

Getting the best from a financial advisor

November 1, 2018Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, health benefits, individuals, Investment, Life Insurance, Long Term Care, pension plan, Retirees, RRSP, tax, Tax Free Savings Account, Travel Insurance

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.

Category: health benefits

Personal Tax Planning Tips – End of 2020 Tax Year

10 Essential Decisions for Business Owners

Insurance Planning for Business Owners

Insurance Planning for Young Families

Retirement Planning for Employees

Getting the best from a financial advisor

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