by Rockmoor Wealth | Blog, Estate Planning, Family
Blended families – where two people get married but have children from previous relationships – are becoming more common. It can be challenging enough to take care of the everyday logistics; from where to live to making sure everyone gets along. So trying to make sure...
by Rockmoor Wealth | Blog, Estate Planning, tax
In 2015, CIBC conducted a poll to see how many Canadian business owners had a business transition plan. Almost half of them didn’t have one. No business owner likes to think about handing over their business they’ve built from the ground up. But the fact...
by Rockmoor Wealth | 2020 Only, Blog, Business Owners, Coronavirus, Coronavirus - Practice Owners, Corporate, Estate Planning, financial advice, Financial Planning, incorporated professionals, investment, Professional Corporations
It’s a great time to review your business finances now that we are nearing year-end. Your business may be affected by recent tax changes or new measures to help with financial losses due to COVID-19. Figuring out the tax ramifications of these new measures can...
by Rockmoor Wealth | 2019 Only, Blog, Estate Planning, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the...
by Rockmoor Wealth | Blog, Estate Planning, Life Insurance, retirees
There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
by Rockmoor Wealth | Blog, Business Owners, Estate Planning, Family, Life Insurance
Succession Planning for Business Owners Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
