by Rockmoor Wealth | 2025, Blog, Business Owners, Financial Planning, tax
2025 Year-End Tax Tips for Business Owners As 2025 comes to a close, many business owners are thinking about wrapping up their books, reviewing results, and getting ready for a new year. But before December 31 passes, there’s one more important task to tackle — your...
by Rockmoor Wealth | 2025, Blog, Business Owners, Estate Planning, Family, Financial Planning, incorporated professionals, Individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Rockmoor Wealth | Blog, Business Owners, Charitable Gifting, Estate Planning
Many successful business owners wonder how their hard work will carry forward when they are no longer here. Beyond passing on wealth to family, many also want to leave a lasting impact on their community. Charitable donations in estate planning can achieve both —...
by Rockmoor Wealth | Blog, Business Owners, Buy Sell, incorporated professionals, insurance, Professionals
Why Dentists Need a Buy-Sell AgreementIf you’re a dentist in a partnership or group practice, having a clear buy-sell agreement isn’t just a good idea—it’s essential. A properly funded buy-sell agreement ensures your practice remains stable and your family, partners,...
by Rockmoor Wealth | Blog, Business Owners, insurance, Life Insurance, Professional Corporations
Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
by Rockmoor Wealth | 2024, Blog, Business Owners, Financial Planning, tax
As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
