Isaac's blog

4 “Must-Have” Things You Need To Sell Your Business For Top Dollar

According to a survey conducted by the Canadian Federation of Independent Business in May 2018, nearly three quarters of Canadian business owners plan to exit their business within the next 10 years.  This is a staggering statistic and should provide all business owners the impetus to think more strategically about their future business goals and objectives.

Canada’s New Passive Income Rules: Take an Ax to the Tax

 

As a successful business owner, you know just how difficult it can be to turn on the lights in the morning and carry on your business with consistent success.  Each day, you are faced with important decisions which can impact the success or failure of your business.  Here are some practical tips for how you can combat the new passive investment income rules passed by the Federal government in 2018.

How Much Money Do I Need To Retire

Do I have enough money to retire comfortably?

5 Steps To Help You Worry Less About Retirement

There are a lot of things on people’s minds these days.  Whether it’s the current state of our public institutions, fear over the economy or just simple day-to-day issues like the affordability of food and shelter, Canadians are walking around with a lot of worries. 

The Up Side of a Down Market

Just last week I was at Costco picking up a few things when I noticed a massive line up of cars coiled in several directions around the already packed parking lot.  The line-up of cars waiting to fill up their gas tanks was huge.  By huge I mean that I literally couldn’t move anywhere in this parking lot – I could immediately feel my stress levels rising.

THE BIG QUESTION: SHOULD I COMMUTE MY PENSION?

In years past, when an individual was preparing for retirement or leaving their employer for another job, it was commonplace that they would leave their defined benefit pension entitlement with their previous employer with the understanding that they would receive a monthly pension in retirement. Yet in recent years, there are a number of factors which have ‘flipped the script’ on the pension decision. Today, many employees are giving serious consideration as to why they may consider commuting their company pensions.

THE IMPORTANCE OF “PULLING WEEDS” and TENDING YOUR FINANCIAL GARDEN

With April just getting underway, I always get excited this time of year. With each rare glimpse of what a beautiful spring day could look like, I know that warmer weather is on its way. And this means more time out in the outdoors doing the things I love.

As an avid gardener and “green thumb” in my spare time and as a wealth advisor in my professional life, I’ve come to notice some pretty interesting similarities between my gardening habits and how I help my clients manage their hard-earned money.

As a gardener, I’ve noticed the importance of:

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