Retirement Planning Changes Made to TFSA and RRIF Accounts by Neal Owen | Jun 16, 2015August 18th, 2021 | General NewsIf part of your retirement planning initiatives involve contributing to a tax-free savings account (TFSA) or owning a registered retirement income... Read More
The Corporate Extraction Strategy – Transferring a Life Insurance Policy to a Corporation by Neal Owen | May 26, 2015August 18th, 2021 | Employee Benefits, General NewsThe Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).... Read More
Canada Currently Ranks as One of the Top Jurisdictions for Business Finance by Neal Owen | May 12, 2015August 18th, 2021 | Employee Benefits, General NewsIf 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... Read More
Succession Planning: Many Family Businesses Do Not Have a Succession Plan in Place by Neal Owen | Apr 28, 2015August 18th, 2021 | General NewsIf 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... Read More
1 in 3 Canadians Will Become Disabled Before the Age of 65 by Neal Owen | Apr 21, 2015August 18th, 2021 | Employee Benefits, General NewsWhat 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... Read More
When it Comes to Financial Planning, Many Disabled Workers are Unprepared by Neal Owen | Apr 14, 2015August 18th, 2021 | Employee Benefits, General NewsProper financial planning is crucial to your success, especially if you become disabled or experience another type of hardship. If you run a... Read More