Selling Your Business

Sep 13, 2018 |Joshua Opheim

When selling your business, there is more than the purchase price to consider; the real bottom line is the after-tax funds you retain after the sale. Tax planning ahead of time may offer you more flexibility in negotiating the terms of the sale.

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If you own an active business through a private Canadian corporation, you may find the following non-exhaustive tax planning checklist helpful.

Tax Planning Checklist for the Owner-Manager

Aug 24, 2018 |Joshua Opheim

Consider employing lower income earning family members and paying them a salary or bonus that is reasonable based on the services they perform for the business. This may allow you to take advantage of their lower marginal tax rate as well as create

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No asset in your estate can be as emotionally charged as the family cottage

Aug 24, 2018 |Leanne Kaufman

As a cottage owner, open dialogue with the next generation is critical for avoiding potential conflict for those you leave behind.

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Financial Planning Services

Aug 22, 2018 |Joshua Opheim

Your finances aren’t exactly the same as anyone else’s, and neither are the solutions that will help you achieve your wealth goals.

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Private Banking Premiere Services

Aug 22, 2018 |Joshua Opheim

One of RBC's most comprehensive banking packages provides personalized service to save you time and flexibility to simplify your life.

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Estate Planning Services

Aug 22, 2018 |Joshua Opheim

Estate planning can be simple, but typically transitioning wealth between generations consists of a variety of factors and variables.

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Retirement Planning Services

Aug 22, 2018 |Joshua Opheim

Retirement involves just as much risk as any other financial milestone in your life.

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Risk Matters

Aug 18, 2018 |Joshua Opheim

If you get the same returns as the benchmark but do it with less volatility, you will have more money.

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Complimentary Second Opinion Service

Aug 17, 2018 |Josh Opheim

With all the uncertainty in the markets, many people are understandably concerned about their investments.

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Investment Management Services

Aug 17, 2018 |Josh Opheim

We believe success depends on having a clear idea of what you want to accomplish. We focus on helping you create a long-term strategy appropriate for you.

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