Disability Insurance

Personal Tax Planning Tips – End of 2020 Tax Year

December 2, 20202020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, Tax, Tax Free Savings Account

To help our clients, we’ve put together a comprehensive article filled with great tips on how to get ready for 2020 tax season. Here’s a summary of our personal tax tips article:

• Details about the different COVID-19 benefits programs and the tax ramifications of them

• Information about family tax issues including the Canada Child Benefits and tips on how to split income.

• Managing investments. Details about contributing to various savings plans such as a TFSA, RESP, or RDSP. Also tips on how and when to donate to charity and how to time the purchase or sale of investments.

• Retirement planning. How to make the most of your RRSP, things to know if you’ve turned 71, and tips on RRIF conversion.

Insurance Planning for Business Owners

August 4, 2020Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, Travel Insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.

Insurance Planning for Young Families

June 2, 2020Blog, 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.

How to Protect Your Wealth

September 1, 2017Blog, Critical Illness Insurance, Disability Insurance, Estate Planning, Life Insurance, Segregated FundsCritical Illness Insurance, Disability Insurance, Emergency Fund, estate planning, life insurance, Segregated Funds

In today’s uncertain and sometimes volatile financial world, the importance of putting tangible steps in place not only to protect, but to maximise your investments and wealth has never been more crucial.

Category: Disability Insurance

Personal Tax Planning Tips – End of 2020 Tax Year

Insurance Planning for Business Owners

Insurance Planning for Young Families

How to Protect Your Wealth

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

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