by Investing with Purpose | Oct 1, 2021 | Blog, Business Owners, Estate Planning, Family, Life Insurance
Succession Planning for Business OwnersBusiness owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
by Investing with Purpose | Jul 1, 2021 | Blog, Estate Planning, Family, Retirees
What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony. One of the most difficult conversations is around fair or...
by Investing with Purpose | Apr 22, 2021 | 2021, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Students, Corporate, Debt, Family, financial advice, financial planning, incorporated professionals, Individuals, personal finances, Professional Corporations, Tax
On April 19, 2021, the Federal Government released their 2021 budget. We have broken down the highlights of the financial measures in this budget into three different sections:Business OwnersPersonal Tax ChangesSupplementary HighlightsBusiness OwnersExtending Covid...
by Investing with Purpose | Apr 1, 2021 | Blog, Business Owners, Estate Planning, Family, Life Insurance
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Investing with Purpose | Mar 2, 2021 | Blog, Business Owners, Family, Individuals, Life Insurance
You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Investing with Purpose | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Disability, disability insurance, Family, financial advice, financial planning, Health Benefits, Pension Plan, RDSP, Registered Education Savings Plan, RRSP, Tax, Tax Free Savings Account
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...