What’s Financial Planning

We’ve put together a powerpoint presentation and video about Financial Planning.

Small Business Tax Changes Campaign

We’ve put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.

Small Business Tax Changes Presentation and Video

We’ve put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.

Tax Series: Passive Investment Income Calculator

This week, our focus is on passive income and how much it can affect your small business limit and we’ve created a tax calculator that can be inserted into your website.

Tax Series: Structuring Universal Life

This week, our focus is on passive investment income and limiting access to the small business tax rate.

For an advisor if you’re discussing this with a business owner or incorporated professional, here are the key points you should include:

The government is limiting access to the small business tax rate effective January 1, 2019, therefore it’s time to act now and review your situation.
Let’s review the type of assets your corporation currently holds and the treatment of these assets under the new measures.
Look at possible solutions including: Corporately-held life/critical illness insurance, Salary/Dividend payout, Individual pension plans and Deferred capital gains.

Writing your biography (for advisors!)

What? I have to write a bio about myself as a financial advisor? Where do I start?

RRSP Tax Savings Calculator

We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.

Strategic Planning for Financial Advisors

The beginning of the year is an ideal time to work “on” the business, but sometimes it’s difficult to get started. Download your strategic planning template.

RRSP campaign

Many advisors head into RRSP season with little or no planning, usually in late January, when most clients and prospects start asking about RRSPs because it’s all over the media. Download your free RRSP Campaign kit.