Pat McConnell, CFP®

Senior Investment Advisor

Phone Number705-360-4471
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Email me

Recent Posts

Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.

Video: Is there an estate tax or death tax in Canada? The Wealthy Barber explains

David Chilton talks about inheritance tax in Canada and filing a final tax return.

How income splitting can create tax savings

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

Have you thought about.......................

  Selling the business or passing on to the next generation

The most efficient ways to take income from your business.

                          Taking a break from running your business to think about.....

Business owners generally understand the need to protect their business against unforeseeable risk that may have a significant impact on their ability to do business. Still  a number of business owners fail to protect one of the most important assets of their business: their key persons

Common Situations.....

  • What happens when someone indispensable to the business passes away or becomes disabled?
  • What happens when one of the partners or owners wants out of the business?
  • Are there ways to protect the corporate assets from potential creditors?
  • If you pass away, how can you ensure that your successors will not have to sell assets or work to pay off the business loans?

 

Please feel free to contact us to discuss further, we are here to help!

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