Wealth management

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With the introduction of the tax on split income (TOSI) rules in 2018, the government effectively ended many of the methods that Canadians – and business owners in particular – used to split income
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One of the worst bad habits I’ve seen many investors exhibit is a tendency to focus on all the reasons why what they’re doing should work out perfectly, rather than spending any time exploring why
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Last year, I sold my house in Ottawa and moved to a new place where my family cottage once stood. The timing, while pretty perfect, was purely accidental.
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Insurance is often thought of as a necessary evil.
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In the previous blog, I reviewed step
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It is imperative that your exit plan works to minimize the tax consequences to the business and to the buyer
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In the previous blog, I reviewed step one and two of our
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In the first article, I summarized our seven-step process to create a successful business exit /
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Planned or unplanned, every business owner eventually leaves their business one way or another.
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Many Baby Boomers are looking for ways to pass along their wealth to the next generation.