by Denis Bugeja | Feb 5, 2025 | blog, critical illness insurance, Family, individuals, Insurance
Many parents start early when it comes to saving for their child’s education, but there’s one option that’s not as well-known: Children’s Critical Illness Insurance. It’s an often-overlooked product that can provide an extra layer of financial security, ensuring your...
by Denis Bugeja | Jan 6, 2025 | blog, Estate Planning, Family, tax
Planning an estate goes beyond drafting a will. Ensure your wishes are honoured and minimize the financial burden on your family by organizing your legacy, with 5 simple steps. Keep Your Will Updated A will outlines your wishes for your asset distribution. Review and...
by Denis Bugeja | Dec 3, 2024 | blog, Estate Planning, financial advice, tax
Did you know that after years of working hard to provide for your family, without proper planning you could end up leaving them with a tax bill? Good news! There are ways to eliminate or defer these tax liabilities to protect your estate for future generations. To...
by Denis Bugeja | Nov 4, 2024 | blog
In Canada, where small and medium businesses are the essence of the economy, business succession planning isn’t just an option – it is necessary to secure your company’s future success and protect your legacy. It is crucial for ensuring the smooth transfer of...
by Denis Bugeja | Sep 6, 2024 | blog, Business Owners, corporate, financial advice, financial planning, incorporated professionals, individuals, Investment, tax
The Canadian government recently introduced big changes to capital gains in the 2024 Federal Budget. You’re probably wondering how it will affect you and/or your business moving forward. These changes, particularly the increase in the inclusion rate on capital gains...
