by Mountain Planning | Dec 7, 2021 | Blog, Individuals
The end of 2021 is quickly approaching – which means it is time to get your finances in order, so you are ready when it comes time to file your taxes. In this article, we cover four types of 2021 personal tax tips: Individuals Investment Considerations Families...
by Mountain Planning | Dec 1, 2021 | 2021, Blog, Business Owners, corporate
2021 Year-End Tax Tips for Business OwnersNow that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary and Dividend MixAs a business owner,...
by Mountain Planning | Dec 1, 2021 | Blog, life insurance
Why Should I Review My Life Insurance?It’s great that you’ve taken the critical step of buying life insurance. But have you reviewed it recently to make sure that your policy is still suitable for you? It’s important to review your life insurance policy annually to...
by Mountain Planning | Nov 1, 2021 | Blog, life insurance
When should I buy life insurance?Life insurance can benefit you no matter what stage of life you’re at. It’s never too soon or too late to buy life insurance. Not only will it give you peace of mind, but it will also provide your loved ones with financial support...
by Mountain Planning | Oct 22, 2021 | Blog, Coronavirus
On Thursday, October 22nd, 2021 Deputy Prime Minister and Finance Minister Chrystia Freeland announced the “final pivot in delivering the support needed to deliver a robust recovery.” This “Final Pivot” means several existing pandemic support...
by Mountain Planning | Oct 1, 2021 | Blog, Financial Planning, investment
The Five Steps to Investment PlanningFor a long time, there were limited options for most investors. But now, there are hundreds of investments you can choose from. For a lot of people, this amount of choice can be overwhelming. Fortunately, an investment advisor can...
