When Your Business Is Part of Your Retirement Plan: What Ontario Owners Need to Coordinate Before Stepping Back For established business owners in Chatham-Kent and Southwestern Ontario who expect the company to fund a meaningful part of retirement By Bill Craven, B.A., CFP, EPC, Financial Planner General information only. This article is intended for education […]
Farm Succession in Ontario: A Practical Guide for Family Farms (with Insurance Strategies) By Bill Craven B.A.,CFP,EPC Farm Succession in Ontario: A Practical Guide for Family Farms Most family farms are land-rich and cash-poor. Value sits in acres, equipment, and quota, so a tax bill, debt call, or buyout at the wrong time can force […]
Are Your Investment Fees Tax-Deductible? A Guide to Non-Registered Accounts and Tax Efficiency in Canada By Bill Craven Introduction: Why This Matters to Canadian Investors If you’re investing through a non-registered account, chances are you’ve already asked yourself: “Can I deduct my advisor’s fees?” It’s a smart question — and the answer can directly […]
By William Craven BA, CFP, EPC Why Life Insurance is Essential for Professional Corporations For professionals in Canada who have incorporated their practices—whether in law, medicine, accounting, or engineering—integrating life insurance into your financial strategy is not just a good idea; it’s essential. Life insurance for professional corporations in Canada offers vital protection for your […]
