by Mountain Planning | Nov 5, 2025 | 2025, Blog, Business Owners, Estate Planning, Family, Financial Planning, incorporated professionals, Individuals, investment, Mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Mountain Planning | Nov 3, 2025 | Blog, Business Owners, insurance, life insurance, Professional Corporations
Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
by Mountain Planning | Oct 1, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
When Should You Start Your CPP? Deciding when to take your Canada Pension Plan (CPP) is a key piece of your retirement puzzle. You can start collecting CPP as early as age 60 or delay it until as late as age 70. The standard age to begin is 65—but the government...
by Mountain Planning | Sep 3, 2025 | Blog, critical illness insurance, insurance
Critical Illness Insurance Explained Why consider Critical Illness Insurance? The purpose of Critical Illness Insurance is to provide a tax-free lump sum benefit if you’re diagnosed with a covered serious illness. It’s designed to ease the financial pressure that...
by Mountain Planning | Aug 4, 2025 | Blog, group benefits
Helping Employees Get the Most Out of Their Health Benefits You can provide the most generous benefits package in the world, but if employees don’t understand how to use it, it won’t have the impact you hoped for. Across Canada, many employees leave valuable health...
by Mountain Planning | Jul 4, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
