by afa | Sep 1, 2021 | Blog, Individuals, Insurance, Life Insurance
At different stages of life, the need for life insurance will vary, here’s a list of reasons for life insurance:Young Singles/Young Couples- cover off any debt including debts with co-signers, final expenses, does your family history have significant...
by afa | Aug 2, 2021 | Blog, Insurance, Life Insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
by afa | Jul 6, 2021 | Blog, Estate Planning, tax
In 2015, CIBC conducted a poll to see how many Canadian business owners had a business transition plan. Almost half of them didn’t have one.No business owner likes to think about handing over their business they’ve built from the ground up. But the fact of...
by afa | Jun 1, 2021 | Blog, Group Benefits, pension plan
The Key Differences Between a Defined Benefit and Defined Contribution Pension PlanAs an employer, you may be thinking about offering your employees a pension plan. If so, you have two main options: a defined benefit pension plan and a defined contribution pension...
by afa | May 5, 2021 | Blog, Business Owners, Group Benefits, Investment, pension plan, Retirement
Working at an organization that offers a pension plan is one of the greatest financial advantages a Canadian can enjoy. Pension plans are designed to provide retirement income and help employees reach their retirement goals and for business owners- help retain key...
by afa | 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...
