TFSA Contribution Limit Changes Will Alter How Financial Planning Is Done

by Neal Owen | Jun 30, 2015August 18th, 2021 | General News

If you are ready to get a jumpstart on financial planning for the future, you should strongly consider opening a tax-free savings account (TFSA)....

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Retirement Planning Changes Made to TFSA and RRIF Accounts

by Neal Owen | Jun 16, 2015August 18th, 2021 | General News

If part of your retirement planning initiatives involve contributing to a tax-free savings account (TFSA) or owning a registered retirement income...

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The Corporate Extraction Strategy – Transferring a Life Insurance Policy to a Corporation

by Neal Owen | May 26, 2015August 18th, 2021 | Employee Benefits, General News

The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV)....

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Canada Currently Ranks as One of the Top Jurisdictions for Business Finance

by Neal Owen | May 12, 2015August 18th, 2021 | Employee Benefits, General News

If you own or operate a business in Canada, you work in one of the best regulatory jurisdictions in the world. In a recent report conducted by the...

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Succession Planning: Many Family Businesses Do Not Have a Succession Plan in Place

by Neal Owen | Apr 28, 2015August 18th, 2021 | General News

If you run a family business in Canada and do not take the time to perform formal succession planning, you are not alone. In a 2014 Deloitte Family...

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1 in 3 Canadians Will Become Disabled Before the Age of 65

by Neal Owen | Apr 21, 2015August 18th, 2021 | Employee Benefits, General News

What you need to know about your Group Long Term Disability Having a source to replace your earned income in the event of an illness or accident is...

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