Blog
10 Essential Decisions for Business Owners
Business owners are busy… they’re 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.
Personal Life Insurance Planning
Wondering which type of life insurance is right for you? This article breaks down what each option covers, how it works, and what it’s commonly used for—so you can feel confident protecting your family’s future.
Buy-Sell Agreements for Dentists
Setting up a dental buy-sell plan takes more than paperwork—it takes a team. Learn how your financial advisor, accountant, and lawyer each play a key role in protecting your practice and ensuring a smooth transition.
How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade War
The US–Canada trade war is hitting home, raising prices on everyday goods and shaking the economy. With tariffs on both sides, what does this mean for your wallet? Learn how trade policies impact your cost of living, investments, and financial future.
2025 British Columbia Tax Rates
2025 BC Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
The Five Steps to Insurance Planning
It’s essential to have enough insurance to give you peace of mind and make sure you are sufficiently insured. Working with an insurance agent can help make sure you are adequately insured.
The five steps to insurance planning are:
• Finding an insurance agent
• Meeting with your insurance agent
• Reviewing your insurance options
• Purchasing insurance
• Filing a claim (when necessary)
An insurance agent can help you understand your policy covers, how much your deductible will be, and all the steps involved in filing a claim.
Accessing Corporate Earnings
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government’s.
The Best Way to Buy Mortgage Insurance
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?
Insurance Planning for Incorporated Professionals
For incorporated professionals, making sure your business is financially protected can be overwhelming. Incorporated Professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role.
Financial Advice for Incorporated Professionals
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.
