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Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by Sabre Strategic Partners | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Sabre Strategic Partners | Jul 6, 2020 | Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, travel 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...
Insurance Planning for Young Families

Insurance Planning for Young Families

by Sabre Strategic Partners | Jun 2, 2020 | Blog, Disability Insurance, Family, health benefits, Insurance, Life Insurance, travel insurance

For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.The 4 areas of personal insurance a young...
The Importance of a Buy Sell Agreement

The Importance of a Buy Sell Agreement

by Sabre Strategic Partners | Apr 1, 2017 | Blog, Business Owners, Buy Sell, Critical Illness Insurance, Disability Insurance, Life Insurance, Partners

Having a buy sell agreement is important business partners. A buy-sell agreement should outline the contingencies for different outcomes, trigger events and  be put in place to protect you. Often Buy-sell arrangements are also insured. What are the trigger events for...

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