How much is a million?

Courtesy of: Visual Capitalist

Capital Gains Exemption

Having a buy sell agreement is important business partners. A buy-sell agreement should outline the contingencies for different outcomes, trigger events and be put in place to protect you. Often Buy-sell arrangements are also insured.

Importance of a Buy Sell Plan

Having a buy sell agreement is important business partners. A buy-sell agreement should outline the contingencies for different outcomes, trigger events and be put in place to protect you. Often Buy-sell arrangements are also insured.

Importance of a Financial Plan

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals. We outline 8 key areas of financial planning.

New Tax Legislation Alert

Effective January 1, 2017 new tax legislation will come into effect that may affect your life insurance policy.

Should I Incorporate?

Sole Proprietorship vs Incorporation?
When should I incorporate? What’s the difference? We highlight the differences showing setup costs, admin costs, business losses, control, liability, taxes and selling the business.

Corporate Extraction Methods

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.

Impact on Life Insurance

Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

Sit down with us to do a review prior to the changes coming into effect.