by Rockmoor Wealth | Blog, Business Owners, Life Insurance
Now that we are nearing year end, it’s a great time to review your business finances. With the federal election over and no major business tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Please keep in mind that your...
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...
by Rockmoor Wealth | Blog, Business Owners, Life Insurance
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle...
by Rockmoor Wealth | Blog, Business Owners, Corporate, Life Insurance
One of the financial planning issues that business owners face is how to access corporate earnings from their corporation in a tax-efficient way. We’ve provided a short list here of 5 ways to do this, any of which we have the skills and knowledge you guide you...
by Rockmoor Wealth | Business Owners, David LeNeveu, Life Insurance, Tax Planning
It has been almost impossible to ignore the headlines and articles discussing the current Canadian government’s proposed tax reforms. These changes have far-reaching and unintended consequences for the very core of the Canadian economy; small business owners, which is...