(905) 829-3019
Denis@dpbinsurance.com
Facebook
LinkedIn
YouTube
DPB Insurance
  • HOME
  • PROTECT
    • LIFE INSURANCE
    • CRITICAL ILLNESS
    • DISABILITY
    • GROUP BENEFITS
  • PLAN
    • IMPROVE FINANCIAL FUTURE
  • ABOUT
  • BLOG
  • CONTACT

Tag: Tax

Updated Small Business Tax Reforms

October 30, 2017blog, Business Owners, corporate, Taxbusiness owners, capital gains exemption, TaxDenis Bugeja

It has certainly been a busy week in terms of announcements regarding financial policies for small businesses. Following the series of proposed tax reforms that the government announced back in July, various tweaks and changes have subsequently been made, owing, perhaps in part, to confusion and frustration expressed among the small business community. We have provided a brief summary of the changes in this article and infographic.

Read More

Preparing your heirs for wealth

October 1, 2017blog, FinanceEstate Planning, Executor, Executrix, Final Taxes, Probate, TaxDenis Bugeja

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately though, this way of thinking can leave your beneficiaries in a decision-making vacuum: an unnecessary predicament which can be avoided by facing your own mortality and making a plan.

Read More

A Summary of Proposed Tax Changes in 2017

September 18, 2017blog, Business Owners, Taxbusiness owners, Tax, tax reformDenis Bugeja

The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.

Read More

Donating to Charity Using Life Insurance

August 1, 2017blog, Estate Planning, Finance, ProbateEstate Planning, Executor, Executrix, Final Taxes, Probate, TaxFinancial Tech Tools

If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose.  There are different ways you can structure life insurance for use in philanthropy. 

Read More

The Duties Of An Executor

July 1, 2017blog, Estate Planning, Finance, ProbateEstate Planning, Executor, Executrix, Final Taxes, Probate, TaxDenis Bugeja

An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good idea for a testator to make his or her choice wisely, and for someone who is asked to be an executor to investigate and review exactly what the job entails.

Read More

Recent Posts

  • Six Important Reasons to have a Will
  • Basic Planning for Young Families
  • Insurance for Businesses: What You Need to Know
  • Do Retirees and Empty-Nesters need Life Insurance?
  • The Case for Life Insurance

Categories

  • – RRIF
  • blog
  • Budget
  • Business Owners
  • Business Succession Planning
  • buy sell
  • Charitable Gifting
  • corporate
  • Corporate Insurance
  • Critical Illness Insurance
  • Debt
  • disability
  • Disability Insurance
  • Employee Benefits Program
  • Employees
  • Estate Planning
  • Estate Planning
  • Families
  • Family
  • Featured Articles
  • Finance
  • group benefits
  • Individuals
  • Insurance
  • Insurance & Retirement Solutions
  • Investing
  • Investment
  • Investments
  • Life Insurance
  • Life Stages
  • Lifestyle
  • Living Benefits
  • Long Term Care
  • MedCan
  • mortgage
  • pension plan
  • Probate
  • Recent Blogs
  • Retirees
  • Retirement
  • Retirement Planning
  • RRSP
  • RRSP
  • Savings
  • Segregated Funds
  • Tax
  • Tax Free Savings Account
  • Tax Planning
  • TFSA
  • Travel Insurance
  • Uncategorized
  • Wealth Accumulation
  • Whole Life
  • Will Planning

Contact Us

DPB Insurance and Financial Services

305 Lakeshore Road E, Suite 3
Oakville, ON
L6J 1J3
Phone: 905.829.3019
Toll free: 1.866.811.2711
Fax: 905.829.3088
Email: denis@dpbinsurance.com

Recent Articles

  • Six Important Reasons to have a Will
  • Basic Planning for Young Families
  • Insurance for Businesses: What You Need to Know
  • Do Retirees and Empty-Nesters need Life Insurance?
  • The Case for Life Insurance

About

Established in 1992, our boutique style company is based on the relationships we form with you-our clients. With your input, we can create your very own customized products. Insurance can be a very daunting task, that’s why we work on your behalf to find the best insurance plan and financial options. At DPB we believe that our success lies in meeting and anticipating our clients’ needs while providing financial security and peace of mind in knowing that no matter what happens, you and your loved ones will be taken care of.
© 2015-2019 Financial Tech Tools | Financial Services Blog