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Tag: business owners

10 Essential Decisions for Business Owners

July 3, 2020Blog, Business Owners, Estate Planningbusiness ownersAbility Private Wealth

Business owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.

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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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6 Steps to Retirement Success

July 2, 2018Blog, Business Owners, Families, Investment, Retirement Savings, Tax Free Savings Accountbusiness owners, families, Registered Retirement Savings Plan, retirement contribution room, RRSP, tax free savings account, TFSAAbility Private Wealth

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

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Updated Small Business Tax Reforms

October 30, 2017Blog, Business Owners, corporate, Taxbusiness owners, capital gains exemption, taxAbility Private Wealth

It has certainly been a busy week in terms of announcements regarding financial policies for small businesses. Following the series of proposed tax reforms that the government announced back in July, various tweaks and changes have subsequently been made, owing, perhaps in part, to confusion and frustration expressed among the small business community. We have provided a brief summary of the changes in this article and infographic.

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The Importance of a Financial Plan

September 28, 2017Blog, Business Owners, Families, Financial Planning, Investments, Savingsassets, business owners, cash flow, families, family security, Financial Planning, income, individuals, investment, SavingsAbility Private Wealth

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals.Talk to us to see how we can help you.

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A Summary of Proposed Tax Changes in 2017

September 2, 2017Blog, Business Owners, Taxbusiness owners, tax, tax reformAbility Private Wealth

The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.

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Paying for Medical Expenses

June 1, 2017Blog, Group Benefits, Health, Private Health Services Planbusiness owners, employees, families, family business, group benefits, group insurance, health insurance, individuals, medical expensesAbility Private Wealth

Although we enjoy health care benefits in Canada, there are still some benefits that are not covered by the government. We outline strategies to pay for these benefits.

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Paying for Medical Expenses

February 27, 2017Blog, Group Benefits, Health, Private Health Services Planbusiness owners, employees, families, family business, group benefits, group insurance, health insurance, individuals, medical expensesAbility Private Client Group

Although we enjoy health care benefits in Canada, there are still some benefits that are not covered by the government. We outline strategies to pay for these benefits.

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6 Steps to Retirement Success

February 1, 2017Blog, Business Owners, Families, Investment, Retirement, Savings, Tax Free Savings AccountNo commentsbusiness owners, contribution room, families, Registered Retirement Savings Plan, retirement, RRSP, tax free savings account, TFSAAbility Private Client Group

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

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  • Group Insurance vs Individual Life Insurance
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • TFSA vs RRSP – What you need to know to make the most of them in 2021
  • 2021 Financial Calendar

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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

  • Group Insurance vs Individual Life Insurance
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • TFSA vs RRSP – What you need to know to make the most of them in 2021
  • 2021 Financial Calendar

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.

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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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