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Federal Budget 2017: Business

Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for small business owners

6 Steps to Retirement Success

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

Lifetime Capital Gains Exemption

One of the issues business owners face when looking to transition is to access their capital gains exemption when they're about to sell their business. There are a number of qualifications that need to be met.
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Estate Planning Questions

The estate planning process involves determining personal and family goals, understanding the nature of your assets and circumstances and the needs of your intended beneficiaries