by Exceedia Consulting | Aug 31, 2020 | Blog, Business Owners, corporate, life insurance
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 Exceedia Consulting | Aug 3, 2020 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account
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...
by Exceedia Consulting | Jul 2, 2020 | Blog, individuals, Insurance, life insurance
At different stages of life, the need for life insurance will vary, here’s a list of reasons for life insurance:Young Singles/Young Couples- cover off any debt including debts with co-signers, final expenses, does your family history have significant...
by Exceedia Consulting | Jun 1, 2020 | Blog, disability insurance, Family, health benefits, Insurance, life insurance, travel insurance
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.The 4 areas of personal insurance a young...
by Exceedia Consulting | May 3, 2020 | 2020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Family, individuals, life insurance
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.Federal programs...
by Exceedia Consulting | Nov 28, 2019 | Blog, Business Owners, life insurance
Now that we are nearing year end, 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...