Alberta Budget 2017

Alberta Finance Minister Joe Ceci delivered the province’s 2017 budget on March 16, 2017. The budget anticipates a deficit of $10.3 billion for the 2017-2018 fiscal year, $9.7 billion for 2018-2019 and $7.2 billion for 2019-2020.

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Estate Freeze

Protect your heirs from steep tax burdens through executing an estate freeze

Almost half of Canadian business owners do not have a transition plan for their business, according to a 2015 CIBC poll.

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BC Budget 2017

BC Finance Minister Michael de Jong delivered the province’s 2017 budget on Feb. 21, 2017. The budget anticipates a surplus of $295 million for the current year, $244 million in 2018-2019 and $223 million in 2019-2020.

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Year End Tax Tips

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Do you have unrealized capital losses? Have you maximized your TESA contribution yet? Have you thought about family income splitting? Can you benefit from the New Canada Child Benefit? Have you maximized your RRSP contributions? Is it time wind up your RRSP? Are you meeting the CRA deadlines for 2016 savings? Have you paid your personal tax instalments?

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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.