2024 Year-End Tax Tips and Strategies for Business Owners

by Angel Ho | Dec 4, 2024 | 2024, Blog, business owners, financial planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...

Insurance Planning for Business Owners

by Angel Ho | Sep 30, 2024 | Blog, business owners, insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...

Do you have enough for retirement?

by Angel Ho | Aug 31, 2024 | Blog, business owners, Family, farmers, financial advice, financial planning, investment, Professionals, retirees

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...

10 Essential Decisions for Business Owners

by Angel Ho | Jul 31, 2024 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...

Retirement Planning for Business Owners

by Angel Ho | Jun 30, 2024 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...

The Difference between Segregated Funds and Mutual Funds

by Angel Ho | Jun 25, 2024 | Blog, business owners, Family, retirees

Segregated Funds and Mutual Funds often have many of the same benefits such as:  Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...