Watch Kevin Willis of Bloom Investment Counsel, Inc. join Steve Legler for a discussion on family business transition.
“Every family is different and yet the same challenges [regarding family business transition] exist pretty well everywhere and all around the world […].When you work with someone who has the experience with other families, it can help you get over those hurdles.”
If something should happen to you such as an accident or illness that impacts your ability to make financial and/or personal care decisions for yourself, then who will make those important decisions for you? That is why, once you have passed eighteen years of age (sixteen for personal care), you can and should have a Power of Attorney in place. This article covers the basics of power of attorney in Ontario and why you need to understand it.
If long-term wealth is your goal, how can you best achieve it? Here are some of our favorite financial tips for you to pay your future self.
Being self-employed brings you the perk of greater freedom with the challenge of learning how to do many things on your own, including funding your own retirement. Understanding how to save for retirement and retire comfortably are incredibly important lessons you should learn sooner rather than later. Here are 3 tips on how to plan and save for a comfortable retirement for self-employed Canadians.
Canadian investors who receive eligible dividend income from Canadian corporations can benefit from both federal and provincial dividend tax credits. Learn about these dividend tax credits as well as how Canadian residents can benefit from the tax treatment of dividend income in Canada.
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