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Category: Business Owners

What are the chances?

October 2, 2018Blog, Business Owners, disability, Family, Life Insurance, Long Term CareAbility Private Wealth

Identifying risk through insurance.

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Retirement Planning for Business Owners

September 1, 2018Blog, Business Owners, corporate, Retirees, RRSP, Tax, Tax Free Savings AccountAbility Private Wealth

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

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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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Getting the best from a financial advisor

June 1, 2018Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, health benefits, Individuals, Investment, Life Insurance, Long Term Care, pension plan, Retirees, RRSP, Tax, Tax Free Savings Account, Travel InsuranceAbility Private Wealth

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

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Ontario Budget 2018

April 3, 2018Blog, Business Owners, corporate, dental benefits, Estate Planning, Family, Group Benefits, Individuals, Investment, Retirees, TaxAbility Private Wealth

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

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2018 Federal Budget Highlights for Business

March 4, 2018Blog, Business Owners, corporate, Investment, TaxAbility Private Wealth

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

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Do you REALLY need life insurance?

January 1, 2018Business Owners, Families, Individuals, Life Insurance, permanent insurance, term insurancebusiness, debt, estate, funeral expenses, life insurance, Mortgage, retirement, taxAbility Private Wealth

You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.

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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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BC Budget Update

September 14, 2017Blog, Business Owners, Family, Individuals, TaxBC Budget, Corporate Income Tax, Medical Services Plan, Personal Income TaxAbility Private Wealth

BC Finance Minister Carole James delivered the province’s 2017 budget update on Sept. 11, 2017. The budget anticipates a surplus of $46 million for the current year, $228 million in 2018-2019 and $257 million in 2019-2020. As a result of the provincial election on April 11, 2017, the measures previously announced were not fully enacted.

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Recent Posts

  • TFSA vs RRSP 2025
  • How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade War
  • 2025 Financial Calendar
  • 2024 Year-End Tax Tips and Strategies for Business Owners
  • 2024 Personal Year End Tax Tips

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Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

margareth@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • TFSA vs RRSP 2025
  • How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade War
  • 2025 Financial Calendar
  • 2024 Year-End Tax Tips and Strategies for Business Owners
  • 2024 Personal Year End Tax Tips

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.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

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