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Category: Tax Planning

The Clock is Ticking

May 17, 2016Corporate Insurance, Life Insurance, Tax PlanningFinancial Tech Tools

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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Does your Business Qualify for the Small Business Gains Exemption?

February 9, 2016Corporate Insurance, Tax PlanningFinancial Tech Tools

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable.  This is due to…

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Changes to the Taxation of Estates

December 13, 2015Estate Planning, Tax Planning, Will PlanningFinancial Tech Tools

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Estate Planning Tips for Real Estate Investors

November 5, 2015Estate Planning, Tax PlanningFinancial Tech Tools

Many of my clients own real estate in addition to their investment portfolios.  Other people invest almost exclusively in real estate.  With the exception of a principal residence, upon the sale, transfer or deemed disposition on death of real estate,…

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Taxation of Life Insurance New Rules Create Opportunities

February 20, 2014Estate Planning, Life Insurance, Tax PlanningFinancial Tech Tools

In November the Department of Finance finalized their changes to the taxation of life insurance as previewed in March 2013 Federal Budget. These changes resulted in an updating to the “exempt test” which determines how much tax deferred value can…

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Taxation of Life Insurance New Rules Create Opportunities

February 12, 2014Life Insurance, Tax PlanningFinancial Tech Tools

In August the Department of Finance published their changes to the taxation of life insurance as previewed in March 2013 Federal Budget.  When final legislation is passed later this year, these changes will result in an updating to the “exempt…

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Do You Fly South for the Winter?

November 19, 2013Life Stages, Lifestyle, Tax PlanningFinancial Tech Tools

What Snowbirds Need to Know About Residency Rules After another harsh winter, many Canadians dream of joining the large number of Snowbirds who make their way to the dry warmth of California, Arizona and Florida each winter season. If you…

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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

  • Is it Time for Your Insurance Audit?
  • Estate Planning for Blended Families
  • A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
  • 1 in 3 Canadians Will Become Disabled Before the Age of 65
  • Get Your Corporate Dollars Doing Double Duty

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.
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