ARTICLES BY CATEGORY: Business Owners
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Benefits of Segregated Funds
By Reg Sangha on 04 Jul 2023
In the world of financial planning, we match the investment product with the purpose and intention for the funds being used.
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Sharing is Caring
Posted on 02 Oct 2017
Do you ever find that you can rationalize putting off important responsibilities because they may be painful or cause discomfort?
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2017 Federal Budget – Thoughts
Posted on 03 Apr 2017
The Federal Budget was delivered in Parliament on March 22, 2017. From a tax perspective, it could be referred to as “The Budget That Wasn’t”.
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Disability Insurance for Business Owners
Posted on 02 Jan 2017
If your business depends on your ability to actively generate income, your absence due to disability can have a significant impact on your financial well-being.
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Financial Planning for Small Business Owners
Posted on 01 Jan 2015
On the training day for my first job as a dishwasher, I was told to imagine I was a business owner. “The better your business washes dishes,” I was told, “the more money your business will make.”
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Tax-advantaged Health Spending
By Jon Knutson on 01 Jan 2014
If you own a small business and are tired of paying medical and dental bills for you and your family with personal after-tax dollars, you should investigate a little-known section of the Income Tax Act.
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Personal Corporations and Retirement Income Planning
Posted on 01 Apr 2013
Many of our clients who operate a small business or professional practice in law, medicine, real estate, or accounting will be incorporated.
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It's our Anniversary!
Posted on 01 Jan 2013
Rogers Group Financial was founded in 1973 by Jim Rogers, so we are about to celebrate our 40th year in business!
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Beneficiary Designations – benefits and considerations
Posted on 21 Sep 2016
Individuals have the option to designate beneficiaries directly on assets such as registered plans, investment and insurance products and annuities. Electing this option results in the proceeds of an asset to by-pass the estate and flo
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Protecting Your Greatest Asset
By Cecilia Tsang on 19 Apr 2016
Most of us want to protect the things that we have worked so hard to acquire. We make sure that we have home insurance to protect our homes and car insurance to protect our cars. Every time we purchase an electronic item, we are aske
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How Much Risk Can You Tolerate? Part 3 of 3
Posted on 09 Oct 2014
Over the past two months we have examined some of the risks that challenge most of us. It is almost impossible to avoid risk entirely. Knowing where the pitfalls lie and planning for them will certainly help.
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Family Business Succession, Estate Equalization and Wills Variation Act
Posted on 18 Dec 2013
When dealing with the estate planning of a family business, it is particularly important to consider the issue of estate equalization. One of the common objectives in a family business succession plan is to treat the children fairly a