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“The two most important days in your life are the day you were born, and the day you find out why.”
-Mark Twain

Financial Planning for Families, Small Business Owners & Professionals.

FINANCIAL PLANNING

Helping achieve your financial goals through financial planning.

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

SMALL BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

This month’s Perspectives in Planning Newsletter

CEBA extended to October 31st. Expanded to include more businesses.

Sep 01, 2020

On August 31st, Deputy Prime Minister and Minister of Finance Chrystia Freeland announced the extension of the Canada Emergency Business Account (CEBA) to October 31st, 2020. This will give small businesses 2 additional months to apply for the $40,000 loan. In addition, the Federal Government said it was working with financial institutions to make the CEBA program available to those with qualifying payroll or non-deferrable expenses that have so far been unable to apply due to not operating from a business banking account.

CERB transitions to NEW Recovery Benefits and EI

Aug 21, 2020

On August 20th, the Federal Government announced the extension of the Canada Emergency Response Benefit (CERB) by one month and the transition to the Canada Recovery Benefit, Canada Recovery Sickness Benefit, Canada Recovery Caregiving Benefit and a simplified EI.

Details of the EXPANDED Canada Emergency Wage Subsidy

Aug 12, 2020

On August 11th, the Government of Canada updated the calculator and Canada.ca with the changes to the Canada Emergency Wage Subsidy (CEWS). If you're a business owner who has suffered losses as a result of COVID-19 and did NOT qualify previously for CEWS, you may now qualify.

Canada Emergency Wage Subsidy expanded to include more businesses!

Jul 17, 2020

On July 17th, Finance Minister Bill Morneau announced proposed changes to the Canada Emergency Wage Subsidy (CEWS) that will expand the number of businesses that qualify for the program.

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