Financial Planning Resources

The goal of this page is to be your 'Financial War Room' for all Finanical Planing Topics. Do you need more information or are looking for a topic that hasn't been covered? Contact Mike Wilson (click on the link) or at the phone number on the bottom of the page.

PERSONAL PLANNING TOPICS 

OAS & CPP	Cash Flow - What does your Lifestyle Cost?
Retirement Checklist	Taxes & Tax Calendar
Education Planning	Post Secondary Education Cost
CRA Link to CPP Information	TFSA Information
Registered Retirement Income Fund (RRIF) Information & Minimum Withdrawal Requirements	Locked in Plan Information (LIRA & LIF)
Employee Stock Options	Employer Pensions (Defined Benefit, Defined Contribution, Deferred Profit Sharing, Group RRSP)

 

 BUSINESS PLANNING TOPICS

Investment Holding Companies	Salary Vs Dividend
I have surplus cash in my company	How are Investments taxed in my company?
What is my combined Corporate & Personal Tax rate for 2017?	Business Owner's Guide to Wealth Management
Succeeding in Succession - A guide to family harmony through your business transition

 

INCORPORATED PROFESSIONALS

Should I think about Incorporating?	I am a Health Care Professional in my: Early Years, Starting out on my own, In my peak Earning Years, I might Retire