Blog
2025 Financial Calendar
Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these...
2024 Year-End Tax Tips and Strategies for Business Owners
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...
2024 Personal Year End Tax Tips
The end of 2024 is quickly approaching – which means it's time to get your paperwork in order so you're ready when it comes time to file your taxes!In this article, we've covered five different major types of 2024 personal tax tips:Investment...
The Health Spending Account for Business Owners and Incorporated Professionals
Are you tired of using your hard-earned after-tax dollars to cover medical expenses? As a business owner, the burden of managing healthcare costs can be overwhelming. However, there's a little-known solution that can alleviate this financial strain...
Renewing Your Group Benefits Plan
When it’s time to renew your organization’s group benefits plan, it’s a chance to step back, take a close look, and ensure everything still makes sense for your team and budget. Each year, your provider will review past claims and usage to help...
Understanding Taxes Payable at Death in Canada
A common belief among Canadians is that they will be taxed on money they inherit. However, Canada does not impose an inheritance tax. Instead, after someone passes away, their final tax return must be filed, covering the income they earned up to...
Understanding the Registered Education Savings Plan (RESP)
Planning for your child’s education can be both exciting and overwhelming. The rising costs of post-secondary education make it important for parents and families to consider the financial tools available to help ensure children have the...
Getting Ready for Money Emergencies
Life can throw unexpected events your way that can hit you in the wallet. Whether it's falling ill, getting laid off, or facing hefty repair bills for your car or home, these situations can strain your finances. To stay ahead and avoid falling into...
Exploring the Value of Group Benefit Plans for Your Employees
In today's ever-evolving workplace landscape, employees place a premium on several key factors: 1. Alignment with employer values, especially sustainability. 2. Achieving a harmonious work-life balance. 3. Assistance in coping with the rising cost...
How To Use Insurance To Provide Your Family With Financial Protection
How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources...