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Category: Disability Insurance

Insurance Planning for Incorporated Professionals

November 1, 2022Blog, Buy Sell, Critical Illness Insurance, Disability Insurance, Group Benefits, health benefits, incorporated professionals, Insurance, Life Insurance, Travel InsuranceAbility Private Wealth

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

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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 AccountAbility Private Wealth

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.

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Insurance Planning for Business Owners

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

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.

Read More

Insurance Planning for Young Families

June 2, 2020Blog, Disability Insurance, Family, health benefits, Insurance, Life Insurance, Travel InsuranceAbility Private Wealth

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.

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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 FundsAbility Private Wealth

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.

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Contact Us

Recent Posts

  • 2023 Financial Calendar
  • 2022 Year End Tax Tips and Strategies for Business Owners
  • 2022 Personal Year-End Tax Tips
  • Estate Planning for Blended Families
  • Insurance Planning for Incorporated Professionals

Categories

  • 2019 Only
  • 2020
  • 2020 Only
  • 2021
  • 2022
  • 2022 Only
  • 2023
  • Accountants
  • Blog
  • Budget
  • Budget 2017
  • Business Owners
  • Business Owners
  • Buy Sell
  • Charitable Gifting
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • Critical Illness
  • Critical Illness Insurance
  • Debt
  • dental benefits
  • disability
  • Disability Insurance
  • education
  • Employees
  • Estate Planning
  • Families
  • Family
  • Finance
  • financial advice
  • Financial Planning
  • Group Benefits
  • Health
  • health benefits
  • incorporated professionals
  • Individuals
  • Insurance
  • Investment
  • Investments
  • Life Insurance
  • Long Term Care
  • mortgage
  • ODSP
  • Ontario Only
  • pension plan
  • personal finances
  • planning
  • Private Health Services Plan
  • Professional Corporations
  • RDSP
  • Registered Education Savings Plan
  • RESP
  • Retirees
  • Retirement
  • RRSP
  • Savings
  • Segregated Funds
  • Sole Proprietor
  • Tax
  • Tax Free Savings Account
  • Taxes
  • Travel Insurance

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

  • 2023 Financial Calendar
  • 2022 Year End Tax Tips and Strategies for Business Owners
  • 2022 Personal Year-End Tax Tips
  • Estate Planning for Blended Families
  • Insurance Planning for Incorporated Professionals

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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