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 | 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...
by Mountain Planning | Sep 1, 2023 | 2023, Blog, Business Owners, corporate, dental benefits, disability, group benefits, health benefits, insurance, life insurance, pension plan, Professional Corporations, Professionals, Retirement
Building a Sustainable Future TogetherAs a group benefits specialist, our main objective is to foster a sustainable future by working in partnership with our clients. We believe that a knowledgeable and engaged workforce is essential for any organization’s...
by Mountain Planning | Nov 1, 2022 | Blog, Buy Sell, critical illness insurance, disability insurance, group benefits, health benefits, incorporated professionals, insurance, life insurance, travel insurance
For incorporated professionals, making sure your practice 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 when it comes to reducing the...
by Mountain Planning | Jun 2, 2021 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] As a business owner, one of your challenges is learning how to balance between reinvesting into the...
by Mountain Planning | Dec 2, 2020 | 2020 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
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
