by Mountain Planning | Sep 2, 2024 | Blog, Business Owners, Buy Sell
Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
by Mountain Planning | Aug 6, 2024 | Blog, Business Owners, disability, disability insurance, Family, farmers, financial advice, health benefits, incorporated professionals, Individuals, insurance, Professionals
If you cannot work because you are seriously injured or ill, disability insurance will provide you with a monthly, tax-free income to help replace your lost wages. An injury does not have to be as blatant as a broken leg or arm – suffering from chronic pain or...
by Mountain Planning | Jun 3, 2024 | Accountants, Blog, Business Owners, Center of Influences, Estate Planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, Individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Mountain Planning | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, Individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
by Mountain Planning | Apr 18, 2024 | Blog, Business Owners, Estate Planning, Family, Financial Planning, incorporated professionals, Individuals, investment, Mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
by Mountain Planning | Apr 1, 2024 | Blog, Business Owners, group benefits, health benefits, incorporated professionals
In today’s ever-evolving workplace landscape, employees place a premium on several key factors: 1. Alignment with employer values, especially sustainability. 2. Achieving a harmonious work-life balance. 3. Assistance in coping with the rising cost of living...
