When a Cash-Rich Exit Doesn’t Equal Retirement

 September 23, 2020 |Colleen O’ Connell-Campbell
Today’s blog post is a super special one! You guys know, I’m not what you would call a “wallflower,” so you won’t be surprised I’m yelling it from the rooftops how excited I am about Double to Sell! Here’s a refresher: · Was booked as an in-person, exclusive...
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Federal Funding for Businesses During Covid-19

 April 13, 2020 |Colleen O’ Connell-Campbell
On a special episode of “I'm a Millionaire. So Now What?” my special guest was Anjali Dilawri, Partner at Ottawa-based public accounting firm Logan Katz. The reason I specifically wanted to talk with her – and, like IMMEDIATELY – is because so many of...
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Will they fight over the china?

 July 03, 2019 |Colleen O’ Connell-Campbell
Is a teacup really worth fighting over? Throughout spring I’ve been writing and talking about the many practical aspects of estate planning. I’ve shared several lists of details, duties, tasks and responsibilities. (Read past estate planning articles...
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Entrepreneurship: Is it worth the risk?

 March 06, 2019 |Colleen O’ Connell-Campbell
You’ve probably seen those quotes that float around on social media… “I would rather work 16 hours for myself than 8 hours for someone else.” “Entrepreneurs are willing to work 80 hours a week to avoid working 40 hours a week.” (credited to Lori Greiner...
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You down with IPP? Here’s why you should be…

 February 20, 2019 |Colleen O’ Connell-Campbell
Maybe I’m dating myself here, but I always found that 1991 Naughty by Nature tune “O.P.P.” pretty catchy. “You down with OPP (Yeah you know me)…” The rest of the lyrics aren’t appropriate to reprint here, but when I first learned about IPPs early in my...
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2017 year-end tax planning Tax planning for business owners

 November 22, 2017 |Colleen O’ Connell-Campbell
If you own a business, you may want to consider the following strategies. Consider an Individual Pension Plan If your business is incorporated, as a shareholder and an employee of your business, you have the option of considering an Individual Pension...
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2017 year-end tax planning Tax Loss Selling

 November 21, 2017 |Colleen O’ Connell-Campbell
Tax loss selling If you have realized capital gains during the year, and you are holding securities with unrealized losses, consider selling those securities to realize the loss. This strategy of selling securities at a loss to offset capital gains realized...
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Opportunities to reduce your 2017 tax bill

 November 16, 2017 |Colleen O’ Connell-Campbell
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, we will be posting a series of blogs, beginning next week, summarizing some common year-end tax planning...
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Federal Budget - March 22, 2017

 March 27, 2017 |Colleen O’ Connell-Campbell
RBC Wealth Management Services was granted access to the Federal Budget lock-up in Ottawa on March 22, 2017. As a result, we are happy to provide you with the highlights of the key tax measures that are of most interest to Canadian investors. SOME HIGHLIGHTS...
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