by Denis Bugeja | Oct 6, 2025 | Blog, Business Owners, Corporate, Incorporated Professionals, Insurance, Life Insurance
The Hidden Tax Surprise for Holding Companies (And the Insurance Solution) Meet John. After 30 years of building a successful business, he transferred his investments and savings into a holding company. It gave him structure, flexibility, and peace of mind, until we...
by Denis Bugeja | Aug 27, 2025 | Blog, Business Owners, Corporate, Incorporated Professionals
How Corporate Insurance Can Benefit Your Business When most people think of life insurance, they think of personal protection instead of business protection. For a business owner, corporate-owned insurance can be a powerful planning tool. It’s not just about risk,...
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...
by Denis Bugeja | May 1, 2024 | Accountants, Blog, Buy Sell, Corporate, Family, Financial Advice, Financial Planning, Incorporated Professionals, Individuals, Investment, tax
One change proposed in the April 16, 2024 Federal Budget is raising the inclusion rate on capital gains from 50% to 66.7%. For individual taxpayers, the initial $250,000 of capital gains remains taxed at the 50% inclusion rate. However, for corporations and trusts,...
by Denis Bugeja | Apr 1, 2022 | Blog, Business Owners, Corporate
Owners of very successful private corporations are well aware of the importance of cash flow. Many are protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. The...