by Rob Ng-A-Fook | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Rob Ng-A-Fook | Sep 30, 2025 | Blog, business owners, estate planning
Estate Planning Strategies for Business Owners: The Role of Graduated Rate Estates (GREs) When you’ve spent years building a successful business, the last thing you want is to see your hard work eroded by taxes or poor planning when you’re no longer here. Many...
by Rob Ng-A-Fook | Sep 2, 2025 | Blog, business owners, Charitable Gifting, estate planning
Many successful business owners wonder how their hard work will carry forward when they are no longer here. Beyond passing on wealth to family, many also want to leave a lasting impact on their community. Charitable donations in estate planning can achieve both —...
by Rob Ng-A-Fook | Aug 5, 2025 | Blog, estate planning, retirees, Retirement
Supporting Your Aging Parents Without Sacrificing Your Own Stability It starts gradually. A missed bill here. A forgotten appointment there. Then one day you realize your parents may no longer be able to manage everything on their own. You want to help—but you also...
by Rob Ng-A-Fook | Nov 1, 2024 | Blog, business owners, estate planning, Family, life insurance
Succession Planning for Business OwnersBusiness owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
by Rob Ng-A-Fook | Sep 1, 2024 | Blog, business owners, estate planning, Family, insurance, investment
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
