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 […]
RESPs in Ontario: How to Build and Use Them Strategically (Without Overpaying Tax) Smart RESP Planning for Families in Chatham, Windsor, London & Kitchener-Waterloo By Bill Craven, B.A., CFP®, EPC Why RESP Strategy Matters (Especially in Southern Ontario) Across Ontario, many families open Registered Education Savings Plans (RESPs) with the best of intentions — but […]
Saving for Retirement Through Your Corporation: RRSP vs Holdco Strategies for Incorporated Canadians By Bill Craven, B.A., CFP®, EPCMutual Fund Representative |Life Insurance Advisor | Investia Financial Services Inc. Incorporated in Ontario and thinking about retirement? Your options go far beyond the average Canadian’s. This guide breaks down how using your corporation — or holding […]
by Bill Craven Protecting Your Business in a Crisis: Disability Buy-Sell & Wage Loss Plans for Ontario Corporation Owners Tailored insights for incorporated professionals, medical practices, and business partnerships. What would happen to your business if you suddenly couldn’t work? For many incorporated professionals, it’s a question they’ve never seriously considered—until life forces the […]
