What you need to know At least once a week we get the following questions: My employee is claiming disability / or I have laid off an employee, can I remove benefits? First off, always ask us in those situations. Communication is key and the answer may change depending on the situation, the contract […]
ENDING BENEFITS DURING A LEAVE Read More »
GET MONEY BACK FROM CRA FOR HEALTH EXPENSES
You have a benefit plan. That plan likely covers most of your necessary medical expenses…
Medical Expenses and Your Taxes Read More »
This came as a surprise. We were contacted by Benefit & Pensions Monitor to let us know we were selected as a Top 20 Brokerage in Canada. We originally thought it was a scam. It was not! To let you know what kind of honour this is, in Canada there are about 100,000 licensed
NAVIGUIDE CHOSEN AS A TOP 20 ADVISORY IN CANADA Read More »
You own an incorporated company. You hear that you should pay yourself with dividends to save some tax. The question is, “is the savings worth it”? From an insurance & financial planner standpoint I highly recommend taking a salary up to the pensionable maximum. (The amount of salary equal to the maximum amount you
SALARY OR DIVIDENDS – A FINANCIAL ADVISOR’S POINT OF VIEW Read More »
(WARNING: A RANT IS ABOUT TO ENSUE…) I have been in this business since 2002. Before that, I sold to, consulted to, and ran other businesses (big & small). I have always been fortunate enough to understand that I need to have a written emergency plan. When I owned Marathon, my will clearly stated
IS YOUR BUSINESS READY? Read More »
