by Rockmoor Wealth | Blog, Family, Health Benefits, Life Insurance, retirees, Retirement, RRSP
Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
by Rockmoor Wealth | Blog, Buy Sell, Critical Illness Insurance, disability insurance, Group Benefits, Health Benefits, incorporated professionals, insurance, Life Insurance, travel insurance
For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the...
by Rockmoor Wealth | 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
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
by Rockmoor Wealth | Blog, Business Owners, Buy Sell, Corporate, disability insurance, Group Benefits, Health Benefits, insurance, Life Insurance, travel insurance
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
by Rockmoor Wealth | Blog, disability insurance, Family, Health Benefits, insurance, Life Insurance, travel insurance
For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance. The 4 areas of personal insurance a...
by Rockmoor Wealth | Blog, Business Owners, Corporate, Health Benefits
Shared Ownership Critical Illness Shared Ownership Critical Illness plans offer business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee. Protect the business if an owner...
