One of the reasons you likely went into business for yourself is that you prefer to be in control of your own financial future. As the owner of a Canadian…
Category: News
Retirement Savings for Business Owners Part Two: The Individual Pension Plan
If you haven’t already thought about starting a Individual Pension Plan (IPP), they’re worth looking into. The IPP is a registered plan for business (CCPC) owners and incorporated professionals such…
Advisor.ca article: How tax rules disadvantage family business succession
by Simon Doyle and Melissa Shin Many business owners dream of passing their businesses on to their children. But thanks to a specific anti-avoidance tax rule, it’s often more profitable…
Case Study: Raymond and Family
A couple in their 70s came to us because the husband, Raymond, looked after the investments for them and for their two adult daughters. Raymond had some health issues and…
Financial Services Commission of Ontario message: The Importance of Cyber Security
by Brian Mills October 28, 2016 To all entities regulated by the Financial Services Commission of Ontario (FSCO) Over the past few years, a growing number of cyber security breaches…