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Business Planning

Business planning in Canada

Understanding Capital Gains and Losses for Individuals and Business Owners

by Simon Wong

Taxes can feel overwhelming, but breaking them into simple concepts makes them easier to manage. Capital gains taxes, which apply when you profit from selling investments, are particularly important to … Read more

Categories Investment Management, Business Planning

Shared Ownership Critical Illness Insurance: Safeguard Your Future and Save Money

by Simon Wong

Shared ownership critical illness insurance is not just a safety net—it’s a strategic tool that offers financial security and significant tax advantages. By splitting the cost and benefits of a … Read more

Categories Business Planning

How to Avoid a Huge Tax Bill from Your Corporate Life Insurance Policy

by Simon Wong
How to Avoid a Catastrophic Tax Bill from Your Corporate Life Insurance Policy

Corporate life insurance is a powerful tool—when used correctly. However, a poorly planned policy can leave you, the business owner, facing a tax nightmare. Here’s a look at what can … Read more

Categories Business Planning

Corporate-Paid Insurance Premiums: Avoid Unintended Tax Liabilities

by Simon Wong
Avoiding Unintended Tax Liabilities with Corporate-Paid Insurance Premiums

As a business owner, you likely focus on running your company and protecting your family’s financial future. But there’s a hidden tax issue that could catch you off guard: the … Read more

Categories Business Planning

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  • About
  • Services
    • Financial Planning
    • Business Services
    • Investment Management
    • Canada Exit Planning
  • Learn
    • Blog
    • Contact
    • Youtube
    • Tools
    • Join Our Team
  • Book Call