HOW WE WORK TOGETHER

Clarity Meeting

We talk and get clarity on your financial goals and dreams.

Your Financial Road Map

We create a customized financial roadmap tailored to your unique situation. 

Retire with Confidence

Relax and enjoy your retirement with financial confidence. 

LATEST BLOG

Keep up to date with the latest news and helpful websites that share important information related to your business and retirement needs.

Estate Planning for Business Owners

Estate Planning for Business Owners

What 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.

2024 Federal Budget Highlights

2024 Federal Budget Highlights

On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget.
While there are no changes to federal personal or corporate tax rates, the budget introduces:

• An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual gains up to $250,000 annually will retain the 50% rate.
• The lifetime exemption limit for capital gains has been raised to $1.25 million. Additionally, a new one-third inclusion rate is set for up to $2 million in capital gains for entrepreneurs.
• The budget confirms the alternative minimum tax changes planned for January 1, 2024 but lessens their impact on charitable contributions.
• This year’s budget emphasizes making housing more affordable. It provides incentives for building rental properties specifically designed for long-term tenants.
• Introduces new support measures to aid people buying their first homes.
• Costs for specific patents and tech equipment and software can now be written off immediately.
• Canada carbon rebate for small business

Swift Current Office

 

1- 877-575-0587

info@wordpress-786011-3037018.cloudwaysapps.com

250 Central Avenue North- Suite 3

Swift Current, SK, S9H 0L2

 

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Mutual funds are offered through Manulife Securities Investment Services Inc. Stock Bonds and mutual funds offered through Manulife Securities Incorporated. Insurance products and services offered through Mercator Financial Inc. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company. Please confirm with your advisor which company you are dealing with for each of your products and services. Financial Planning offered through Mercator Financial Inc. and Manulife Securities Incorporated. Financial Planning services offered by MFDA Advisors through Mercator Financial Inc. who hold the Certified Financial Planners designation. Financial Planning services offered by IIROC Advisors through Manulife Securities Incorporated who hold the Certified Financial Planners designation. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. The Manulife Bank Advantage Account is offered by Chad MacLeod, Norm Tonnies, Travis Cuthbert, Juan Cabrales, Randy Sommerfeld and Mark Jensen through referral arrangement with their Insurance business Mercator Financial Inc. and is separate from Manulife Securities Investment Services Inc. product offerings. Please confirm with your Advisor which company you are dealing with for each of your products and services

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