Determine if you’re on track for retirement in less than 5 minutes.
When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.
When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a business owners financial planning.
This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.
The 2018 budget for Saskatchewan was announced by Donna Harpauer, Finance Minister, giving details of an anticipated deficit of $365 million for 2018-19 but surpluses for subsequent years. Learn about the details.
The 2018 budget for Nova Scotia was announced on March 20, 2018 and has a particular focus on the province’s continuing investment in healthcare and education.
The 2018 budget for Alberta focuses on the diversification of its post-recession economy, with the aim of creating more stability and less vulnerability to future fluctuations in oil prices.
The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa.
The 2018 budget for Newfoundland and Labrador was announced by its Finance Minister Tom Osborne and features very few new spending commitments, taxes or cuts, with the focus being balancing the books and managing and coping with what Obsorne refers to as a “tough phase” in its finances.
Manitoba Finance Minister Cameron Friesen delivered the province’s 2018 budget update on March 12, 2018. The budget anticipates a surplus of $521 million for 2018 to 2019.
Corporate and personal tax rates remain unchanged.
The biggest changes are: The increase in the amount of income eligible for the small business deduction; The increase in Basic Personal Amount; Carbon tax