by Exceedia Consulting | Mar 1, 2023 | Blog, Business Owners, corporate, Family, financial advice, Financial Planning, retirement, tax
On February 28, 2023, the Alberta Minister of Finance announced Alberta’s 2023 budget. We’ve highlighted the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesBudget 2023 does not include any changes to the...
by Exceedia Consulting | Mar 1, 2023 | Blog, Business Owners, corporate, Family, financial advice, Financial Planning, incorporated professionals, individuals, personal finances, retirement, tax
On February 28, 2023, the B.C. Minister of Finance announced the province’s 2023 budget. This article highlights the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesThere are no changes to the province’s personal...
by Exceedia Consulting | Dec 1, 2022 | Blog, Estate Planning, Family
Blended families – where two people get married but have children from previous relationships – are becoming more common. It can be challenging enough to take care of the everyday logistics; from where to live to making sure everyone gets along. So trying to make sure...
by Exceedia Consulting | Sep 1, 2021 | Blog, Debt, Family, life insurance
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. In addition, when you have a plan, it’s easier to make financial decisions that align with your goals...
by Exceedia Consulting | Aug 1, 2021 | Blog, Family, individuals, life insurance
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
by Exceedia Consulting | May 3, 2021 | Blog, Business Owners, Estate Planning, Family, life insurance
Succession Planning for Business OwnersBusiness owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
