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The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

by Nancy Grouni | Mar 4, 2022 | Canadian Family Offices, Nancy Grouni, News

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...
Business Owners, You Can – And Likely Should – Be Growing Your Corporate Savings

Business Owners, You Can – And Likely Should – Be Growing Your Corporate Savings

by Nancy Grouni | Feb 24, 2022 | Canadian Family Offices, Nancy Grouni, News

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...
Business Owners, Don’t Neglect Your CDA Account – It’s A Beautiful Thing

Business Owners, Don’t Neglect Your CDA Account – It’s A Beautiful Thing

by Nancy Grouni | Oct 29, 2021 | Canadian Family Offices, Nancy Grouni, News

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...
Financial Planning for Seniors and their Adult Children

Financial Planning for Seniors and their Adult Children

by Nancy Grouni | Nov 1, 2016 | Nancy Grouni, News

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...
Four Things To Look For In A Financial Planner

Four Things To Look For In A Financial Planner

by Nancy Grouni | Sep 29, 2016 | Nancy Grouni, News

Here are 4 points to help you identify what to look for in a Financial Planner: What to look for in a Financial Planner 1.    Look for a Certified Financial Planner (CFP®). CFP®’s are governed by the FPSC, (the governing body for Financial Planners in...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson

Recent Posts

  • How to develop a retirement plan July 18, 2023
  • Fee Only Financial Planning: The Benefits of Transparency and Personalization July 7, 2023
  • Determining Your Financial Independence Number and Sustainable Withdrawal Strategy June 2, 2023
  • Should This DIY Investor Go All In On This International ETF? May 29, 2023
  • These Are The Biggest Myths In Personal Finance — And They’ll Cost You If Followed Blindly May 26, 2023
  • Do Non-Residents Pay Tax On CPP? What If You Live In The U.S.? May 23, 2023
  • Should You Transfer Your DC Pension Plan To A Discount Brokerage? May 8, 2023
  • Market-Linked GICs: The Pros And Cons For Investors May 1, 2023
  • Are Mutual Fund Fees Tax Deductible? April 24, 2023
  • Can You Save Tax By Moving Into Your Rental Property? April 18, 2023
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