Do you have a succession plan set up for your business? Not many companies do. However, it’s a crucial part of the business strategy for every company. It ensures that whether you want to retire, close down, sell or transfer your business, a proper plan is in place to ensure that your business can carry […]
An estate plan outlines how you want your property and assets to be dealt with following your death. It’s a legally binding document that spells out your plan and how you wish for your entire estate to be distributed. In fact, it’s one of the most important documents that everyone should have, but not everyone […]
What’s the point of working so hard when you can’t take time to enjoy the fruits of your labour? Whether you’re an entrepreneur or work downtown in a corporate office, finding time for life in between work is vital for your overall health and wellbeing. But many people who struggle to carve out time wonder […]
Looking for ways to become financially free before retirement? You can start receiving another stream of income every month just by investing. When done correctly, strategic investing can help top up your income, and in some cases, even allow you to retire early. This article will show you exactly how investing can become your secondary […]
There’s a lot more to becoming a successful business leader than just hitting targets and driving growth. It’s also about being someone who people can look up to and follow. However, it can be hard for many business owners to reach this level and keep their team (and themselves) motivated. We’re here to help explain […]
Is your business prepared in the case of a major life change to one of the owners or primary shareholders? There are many things that can happen that can lead to disaster if a plan is not already in place, such as an owner becoming disabled or passing away, a divorce that causes shares to […]
As a grandparent, it’s entirely natural to want to give money and gifts to your grandkids. Is this the best way to help them out financially? Here are three ways to be the best grandparent you can be by setting up a financial security net for your grandkids. Set Up Life Insurance Your grandchildren can […]
Real estate investing takes hard work, proper management, and a decent tolerance for risk in order to be successful. If you want to invest in property and come out on top, you need to have a proper strategy in place. Here we’ll show you the three reasons why investing in real estate isn’t for everyone […]
Are you missing out on significant tax-refunds? According to Turbo Tax, only seven percent of Canadians take advantage of child-care-related tax credits. In fact, some people are missing out on up to $8,000 per year in rebates. To put more money back in your pocket and save thousands every year, here are five tax-refunds that […]
Many people confuse a living will with a last will and testament. What’s the difference and do you need both? Here we’ll dive into the differences between a living will and last will & testament, and help you determine your options to keep you informed. Living Will A living will is a legal document that […]
*The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd.