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2020 Only Blog Charitable Gifting Coronavirus Coronavirus - Associates Coronavirus - Practice Owners Coronavirus - Retired Coronavirus - Retiring Coronavirus - Students disability disability insurance Family financial advice financial planning health benefits pension plan RDSP Registered Education Savings Plan RRSP Tax Tax Free Savings Account

Personal Tax Planning Tips – End of 2020 Tax Year

Gord Malic
December 02, 2020 0 Comments
To help our clients, we’ve put together a comprehensive article filled with great tips on how to get ready for 2020 tax season. Here’s a summary of our personal tax tips article: • Details about the different CO...
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Blog Business Owners corporate health benefits Life Insurance long term care pension plan RRSP Tax Free Savings Account

Retirement Planning for Business Owners – Checklist

Gord Malic
September 01, 2020 0 Comments
As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the...
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Blog corporate health benefits incorporated professionals Life Insurance long term care pension plan RRSP Tax Free Savings Account

Retirement Planning for Incorporated Professionals

Gord Malic
July 03, 2020 0 Comments
For incorporated professionals, preparing for retirement can go beyond finances, one of the biggest challenges is concern for the future of their clients or patients. Planning for retirement can take several advisors incl...
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2019 Only Blog Business Owners corporate disability Individuals Investment pension plan Retirees Tax

2019 Federal Budget

Gord Malic
March 21, 2019 0 Comments
The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget....
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Blog Business Owners corporate dental benefits Group Benefits health benefits pension plan

Why provide an employee benefits plan?

Gord Malic
May 15, 2018 0 Comments
Business owners are increasingly recognizing the key importance of implementing employee benefit plans in their organization...
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