Business Owners: 2020 Tax Planning Tips for the End of the Year

It's a great time to review your business finances now that we are nearing year-end. We have listed some of the critical areas to consider and provide you with some helpful guidelines to make sure that you cover all the essentials. We have divided our tax planning tips into four sections: - Year-end tax checklist - Remuneration - Business tax - Estate

The Difference between Segregated Funds and Mutual Funds

Segregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should consider like Maturity and Death Benefit Guarantees.

Benefits of Consolidation

When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

6 Steps to Retirement Success

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

Tax Loss Selling

Over the last few weeks, the financial market has taken a downturn amidst fears over Coronavirus. Understandably, you are concerned with your portfolio, it’s important to stay level-headed to avoid making financial missteps. However, staying level-headed doesn’t necessarily mean you sit there and do nothing. In fact, one consideration you can look is taking an active tax management approach. Tax loss selling is a strategy to crystallize or realize any capital losses in your non-registered accounts so it can be used to offset any capital gains.

Covid 19 Information for Plan Administrators

@-webkit-keyframes oryCellResizeableAnimate { 0% { background-color:…

Covid 19 Information Centre

The coronavirus disease has created challenges across the world. It’s important to be informed and educated so you’re well equipped to take care of yourself and your family.

Covid 19 Information for Plan Members

@-webkit-keyframes oryCellResizeableAnimate { 0% { background-color:…

Coronavirus & Market Uncertainty - $82 billion in aid for Families and Businesses

On March 18th, the Prime Minister, Justin Trudeau, announced a further $82 billion in support including $27 billion in direct support for Canadian workers and businesses. This is in addition to the $20 billion announced days earlier which includes $10 billion available through the Business Development Bank of Canada (BDC) to help small and medium-sized businesses.

Coronavirus & Market Uncertainty - Federal Government $20 billion economic aid package

On March 13th, the Prime Minister, Justin Trudeau, outlined Canada's response to COVID-19 including new investments to help protect Canadians and businesses. The total value of an aid package could be up to $20 billion across the country which includes $10 billion available through the Business Development Bank of Canada (BDC) to help small and medium-sized businesses. Here are some details of the programs they are funding: