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Financial Planning for Business Owners

Financial Planning for Business Owners

by Wilmot Financial | Aug 31, 2023 | Blog, Business Owners, corporate, Financial Planning

Financial planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to many financial tools that employees do not. Having access to these tools is a great advantage; however, learning about...
Accessing Corporate Earnings

Accessing Corporate Earnings

by Wilmot Financial | Jun 30, 2023 | Blog, Business Owners, corporate, life insurance

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...
The Benefits of Working With An Employee Benefits Specialist

The Benefits of Working With An Employee Benefits Specialist

by Wilmot Financial | May 31, 2023 | Blog, Business Owners, corporate, dental benefits, group benefits, health benefits, insurance

We understand that when looking for employee benefits, you’re looking to do so cost-effectively. But it’s essential to make sure you work with an employee benefits specialist, no matter what the price tag is on your benefits package. We’ll explain...
Succession Planning for Business Owners

Succession Planning for Business Owners

by Wilmot Financial | Apr 30, 2023 | Blog, Business Owners, Estate Planning, Family, life insurance

Succession Planning for Business OwnersBusiness owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by Wilmot Financial | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, Individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
Ontario 2023 Budget Highlights

Ontario 2023 Budget Highlights

by Wilmot Financial | Mar 24, 2023 | Blog, Business Owners, Individuals, Ontario Only, tax

Ontario 2023 Budget HighlightsOn March 23, 2023, Ontario’s Minister of Finance delivered the province’s 2023 budget. Here are some of the highlights. No Changes To Corporate or Personal Tax RatesBudget 2023 did not change Ontario’s corporate or personal tax...
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Phone: (519) 787-4627
Fax: (519) 787-4626
Email: info@wilmotfinancial.ca

181 St. Andrew Street East
Unit 6
Fergus ON N1M 1P9

 

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