by Holden + Taylor Advisory Group | May 1, 2024 | Blog, business owners, corporate, critical illness insurance, dental benefits, disability, disability insurance, financial advice, financial planning, group benefits, health benefits, incorporated professionals, insurance, life insurance
Building a Bright and Sustainable Future TogetherAs a small business owner, you recognize the significance of looking after your team and fostering a nurturing work environment. One method to demonstrate this is by providing a robust group benefits plan. This not only...
by Holden + Taylor Advisory Group | Apr 17, 2024 | Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
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...
by Holden + Taylor Advisory Group | Mar 4, 2024 | Blog, business owners, group benefits, health benefits, incorporated professionals
In today’s ever-evolving workplace landscape, employees place a premium on several key factors: 1. Alignment with employer values, especially sustainability. 2. Achieving a harmonious work-life balance. 3. Assistance in coping with the rising cost of living...
by Holden + Taylor Advisory Group | Jun 30, 2023 | Blog, Buy Sell, critical illness insurance, disability insurance, group benefits, health benefits, incorporated professionals, insurance, life insurance, travel insurance
For incorporated professionals, making sure your practice is financially protected can be overwhelming. Incorporated professionals face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the...
by Holden + Taylor Advisory Group | Jan 31, 2023 | Blog, corporate, health benefits, incorporated professionals, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account
For incorporated professionals, preparing for retirement can go beyond finances, one of the biggest challenges is concern for the future of their clients or patients. Planning for retirement can take several advisors including a financial advisor, tax specialist and...
