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Category: Life Insurance

Self Owned vs. Bank Owned Mortgage Insurance

October 1, 2020Blog, Family, Individuals, Life InsuranceInsurance, MortgageAbility Private Wealth

Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?

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Accessing Corporate Earnings

September 1, 2020Blog, Business Owners, corporate, Life InsuranceAbility Private Wealth

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government’s.

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Insurance Planning for Business Owners

August 4, 2020Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, Travel InsuranceAbility Private Wealth

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.

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Insurance Planning for Young Families

June 2, 2020Blog, Disability Insurance, Family, health benefits, Insurance, Life Insurance, Travel InsuranceAbility Private Wealth

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.

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Guide to Covid-19: Government Relief Programs in Canada

May 4, 20202020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Family, Individuals, Life InsuranceAbility Private Wealth

The intention for our “Guide to Covid-19: Government Relief Programs in Canada” is to help businesses and individuals to cut through the noise and make sure they’re getting all the help they can receive from the federal and provincial programs.

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Retirement Planning for Business Owners – Checklist

February 29, 2020Blog, Business Owners, corporate, health benefits, Life Insurance, Long Term Care, pension plan, RRSP, Tax Free Savings Accountbusiness owners, retirementAbility Private Wealth

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place.

We’ve put together an infographic checklist that can help you get started on this.

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Business Owners: 2019 Tax Planning Tips for the End of the Year

November 28, 2019Blog, Business Owners, Life InsuranceAbility Private Wealth

If your corporate year end is December 31, 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 business may be affected by the recent tax on split income (TOSI) and the passive investment income rules given they came into effect in 2018. These rules can be complicated, please don’t hesitate to consult us and your accountant to determine how this can affect your business finances.

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Paying for Education

August 30, 2019Blog, Debt, Family, Life InsuranceAbility Private Wealth

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.

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What are the chances?

October 2, 2018Blog, Business Owners, disability, Family, Life Insurance, Long Term CareAbility Private Wealth

Identifying risk through insurance.

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Getting the best from a financial advisor

June 1, 2018Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, health benefits, Individuals, Investment, Life Insurance, Long Term Care, pension plan, Retirees, RRSP, Tax, Tax Free Savings Account, Travel InsuranceAbility Private Wealth

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

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Recent Posts

  • 2021 Financial Calendar
  • Government of Canada to allow up to $400 for home office expenses
  • Business Owners: 2020 Tax Planning Tips for the End of the Year
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • 2020 Fall Federal Economic Update

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Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • 2021 Financial Calendar
  • Government of Canada to allow up to $400 for home office expenses
  • Business Owners: 2020 Tax Planning Tips for the End of the Year
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • 2020 Fall Federal Economic Update

About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Our Dealer

HollisWealth ® is a trade name of Investia Financial Services Inc. and Hollis Insurance. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance. Ability Private Client Group is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Ability Private Client Group.

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