by DEAN Financial | Apr 30, 2024 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees
Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall...
by DEAN Financial | Apr 28, 2024 | Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
by DEAN Financial | Apr 28, 2024 | 2024, Blog, business owners, Family, financial advice, financial planning, individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
by DEAN Financial | Jan 31, 2024 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees
When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
by DEAN Financial | Oct 31, 2023 | Blog, business owners, financial advice, financial planning, insurance, investment, Professionals
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...
by DEAN Financial | Sep 22, 2023 | Blog, investment
Preparing for a New Addition to the Family? Embrace the Adventure, but Plan for the Unknowns. The journey of parenthood is filled with thrilling moments and challenges. From the first day at school, mastering driving, attending parties, to navigating the world of...