Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security
Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.
Most Canadian workers would suffer severe financial hardship if they were forced out of work with a disability. In fact, 76% believe that should they become disabled and unable to work for three months, there would be serious financial implications…
A national study of Canadians with more than $100,000 in investable assets shows that worry over healthcare needs has emerged as the second most important driver, behind retirement itself. Among investors under 50, 34% identify healthcare as a priority compared…
On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget. The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children. As well, those looking…
