The article “Can Lyle, 48, and Tonia, 53, afford to trade their home for two condos?” was originally published on the Globe and Mail on October 20th, 2013 by Dianne Maley. Before Lyle and Tonia can retire, they have to pay off the $425,000 mortgage on...
The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices on March 4, 2022. Photo by GETTY IMAGES. How to extract money from your corporation while avoiding tax complications...
The article “Business owners, you can – and likely should – be growing your corporate savings” was originally published in Canadian Family Offices on February 24, 2022. Photo by GETTY IMAGES. Cash can be invested in stocks, funds or real estate and grow...
The article “Business owners, don’t neglect your CDA account – it’s a beautiful thing” was originally published in Canadian Family Offices on October 29, 2021. Photo by GETTY IMAGES. It keeps track of the cash your corporation can pay out as a tax-free...
Life is full of uncertainty. Unfortunately, this can be especially true as we age. Declining health and death of a spouse are two life events common to seniors that will change their world – and sometimes overnight. A comprehensive financial and investment plan will...