In February, Canada's federal government released the Budget 2018, outlining the Liberal administration's economic agenda for the year. While this year's budget focused mainly on providing incentives for Canada's growing middle class, it also contained a number of changes that directly affect...
Read PostTop Reasons Why You Should Consider Life Insurance
Since her early twenties, Danica Patrick has driven a racecar for a living. She is the most successful woman in the history of American racing and became the first female NASCAR driver to win a NASCAR Sprint Cup Series. It’s a risky profession and she’s chosen to manage the risk, in part,...
Read PostHow To Use Life Insurance Creatively
How To Use Life Insurance Creatively When you mention the words life insurance, people’s attention starts to waiver, usually because most of us only know it as a catastrophic death benefit and very few people want to think about, much less plan for death. However, if you care about investment...
Read PostThe Story of Frog Box …
Most Vancouverites who have ever moved or are raving fans of CBC’s Dragons’ Den have likely heard of Frog Box - the reusable moving box rental company that’s locally based. Frog Box’s notoriety began when they secured financing from the celebrity investors on Dragons’ Den and went on to...
Read PostAdvisors Help: What I can do for You
Advisors Help: What I can do for You Executive Summary As an Advisor, I am consumed with finances on behalf of my clients. They have entrusted me to prepare them for retirement, preserve wealth, generate income and minimize taxes. The number and variety of activities that I perform each day...
Read PostEstablishing Your Legacy: Estate Planning and Beyond
Establishing Your Legacy: Estate Planning and Beyond Executive Summary Planning the management of your estate after you pass away requires careful consideration and preparation. There is much more to the process than deciding who gets the fine china, and your grandmother’s silverware!...
Read PostCorporations – How They Are Taxed & Getting Your Money Out
Corporations - How They Are Taxed & Getting Your Money Out The following is a brief and general overview of the following three popular questions most business owners ask: How are corporations taxed? How should I be paying myself through my corporation? How can I take money out of...
Read PostKey Person Insurance
Key Person Insurance Executive Summary Thanks to their size, small businesses usually rely on a few key people to keep operations running smoothly. Whether it is a front-line supervisor that runs the crews, a senior leader for slightly larger business, or the founder and owner of a...
Read PostHold Cos and Family Trusts
Hold Cos and Family Trusts Executive Summary Understanding the technical details and complexities of a Holding Company (HoldCo) and/or Family Trusts can be daunting for business owners. Business owners often ask, “Which option would be most beneficial to my firm, my family and overall...
Read PostFederal Budget 2016
Federal Budget 2016 Executive Summary The Federal Liberals led by our Prime Minister Justin Trudeau revealed few surprises in the budget presented by the Minister of Finance, Bill Morneau, on Tuesday, March 22, 2016. Prior to the specifics outlined in the budget it was revealed that...
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