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. Find out what this means for businesses.

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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

The Importance of Financial Plan

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals.

Savvy Financial Questions

Gain insight on your financial situation- savvy financial questions to ask yourself.

Tax Deductions to Notice

Tax Season is upon us and we’ve put together an infographic to highlight tax deductions to notice prior to filing your taxes.

Federal Budget 2016

The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.