Featured Article Financial Facts for Business Owners in 2020 2020 Financial Facts for Business Owners The way we created this was based around the Financial Checklist for Business Owners. For 2020 Financial Facts for Business Owners, we include: Interest Rate Corporate Tax Rates Employment Insurance Premium Rates CPP Contribution Rates Corporate Investment... January 17, 2020
Succession Planning for a Small Business Owner in Canada When I put together the Estate Planning for Business Owners checklist, I came to the realization that I had to put together a checklist for Succession Planning for Business... Read more
Retirement Planning for a Small Business Owner in Canada As a business owner, one of the challenges that I face is learning how to balance between reinvesting into my business and setting money aside for personal savings. Since I... Read more
Financial Investing for a Small Business Owner in Canada Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business... Read more
Dear Advisors: 3 Simple Ideas to Leverage your Website Whenever we create a website, our first priority is to learn about the advisor's business. Who are they working with now (their existing clients) and who they would like to... Read more
How to Market Life Insurance as an Advisor Summer time is a great time for advisors to catch up and plan for the next quarter. Read more
12 Ways For Advisors To Stay In Touch With Clients Years ago, I was at a practice management seminar and the speaker talked about having “12 touches per year”… now this is totally dating myself but back then, websites were... Read more
10 Essential Decisions for Business Owners Here are 10 decisions every business owner will come across. If you are a small business advisor, this article is for you. See how you can help them through these difficult... Read more
Advisors: don't forget these Small Business Financial Planning Topics The following tools will help you to approach a potential client about financial planning for their small business. Read more
New Small Business Tax Rules - A Free Video and PowerPoint Last summer, Finance Minister Morneau announced a number of tax reforms for small business owners, including the changes to income sprinkling, minimizing the incentives to... Read more