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Financial Literacy Month: Why “Money on Your Mind” Matters More Than Ever
November's Financial Literacy Month, themed "Money on Your Mind," emphasizes open discussions about financial knowledge and its mental health implications.
The Advantages of Incorporating: A Strategic Move for Canadian Entrepreneurs
Incorporating provides Canadian entrepreneurs with limited liability, tax benefits, business continuity, and easier access to capital, but expert advice is essential.
Understanding Market Reactions to the U.S. Election: Why Long-Term Investors Should Remain Confident
The U.S. election may cause short-term volatility, but long-term portfolio stability depends more on economic fundamentals than political outcomes.
Five Tax-Smart Strategies for Charitable Giving in Canada: Maximizing Your Impact While Minimizing Taxes
Charitable giving supports important causes and offers tax benefits. High-net-worth Canadians can optimize their donations to enhance impact and reduce taxes.
Building Your Retirement Roadmap: A Comprehensive Guide for Canadian Entrepreneurs
Retirement planning for Canadian entrepreneurs involves defining goals, saving strategically, and adapting to changes. Start early for a secure future.
Corporate Shared Ownership of Critical Illness Insurance: A Simple Guide for Canadian Business Owners
Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.
Budgets: The Foundation of Financial Success.
Explore the importance of budgeting, the power of compound interest and the impact of subscriptions on your personal finances.
7 Ways to Prevent Fraud and Win against Identity Theft
Fraud and identify theft prevention are essential components of financial security for entrepreneurs and high-net-worth individuals.
The Importance of Critical Illness Insurance | Jeff’s Story
“I never would have thought that I would be claiming my CI policy at 52, but my experience falls right in line with industry statistics - 1/3 people will be diagnosed with a critical illness before the age of 65.”
Am I Too Old for Life Insurance?
For Canadians approaching their 70s, life insurance can still play a crucial role in your financial planning.
Understanding Individual Pension Plans (IPPs)
As Canadian entrepreneurs and high-net-worth individuals seek to optimize their retirement savings, understanding the various retirement planning tools available is crucial.
A Guide to Home Office Expenses
With more Canadians working from home and engaging in freelance or contract work, the government has had to update legislation and implement effective tax measures.
What to Expect When You Apply For Insurance
Purchasing insurance is a significant decision. This guide will walk you through the process and help you understand what to expect at every step.
Critical Illness Insurance… It Just Makes Sense
Critical illness insurance (CI) seems to be something most people know only a little about, but it can be a great addition to life and disability insurance when it comes to…
Financial Planning and Wellbeing
The current cost of living crisis, against a backdrop of bleak economic predictions, is a significant cause for concern for millions of people.
Alternative Minimum Tax Changes – What You Need to Know
Understanding what AMT is and how it affects your tax planning is crucial, especially with these upcoming changes.
Everything You Need to Know About the First Home Savings Account
This account aims to help aspiring homeowners save for a down payment, making the dream of homeownership more attainable.
Unleashing the Power of Accountants: Your Trusted Partners in Small Business Growth
At the heart of these enterprises' financial well-being stand accountants, the most valued partner, for most business owners, who play a crucial role in steering their clients through the intricate maze of financial management of not only their business but personal financial life as well.
Mortgage insurance vs life insurance - which one provides the best protection?
Prudent financial planning has never been more important than it is now.
Revolutionize Tax Season! Start mastering the art of spreading the workload all year long.
By taking proactive steps to spread the workload throughout the year, accountants can reduce the burden and avoid burnout.