Never Buy Life Insurance from a Bank

Gord Malic
January 17, 2022 0 Comments
From time to time, most business owners will need to borrow money from a bank to help with financing new equipment, a real estate purchase or to smooth out bumps in cash flow. When you do, your bank manager may suggest th...

Business Succession Strategies and Tax Solutions

Gord Malic
December 22, 2021 0 Comments
Preamble: It is far beyond the ability of this short article to list all the problems and solutions regarding this subject. The objective of this paper is to bring awareness to the planning required and the potential prob...

Do You Need Critical Illness Protection?

Gord Malic
December 14, 2021 0 Comments
Preamble: The objective of this brief paper is to help you understand how to protect your greatest worldly asset on behalf of your family and your business, if you own one. The greatest asset that is referred to in this p...

Transfer Capital Losses to Your Spouse

Gord Malic
May 18, 2021 0 Comments
As you know, you are allowed to deduct your realized capital losses against your realized capital gains this year. You can also carry realized capital gains back if you have realized capital losses in one of the previous ...