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    2022 Year End Tax Tips and Strategies for Business Owners

    December 6, 2022
    The end of 2022 is quickly approaching – which means for business owners, it's time to review tax tips and strategies to maximize your benefits.
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    When and Why You Should Conduct an Insurance Audit

    November 1, 2022
    As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.
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    Financial Planning For Self-Employed Contractors

    September 1, 2022
    Being a self-employed contractor can bring you a large cash flow and the satisfaction of being your own boss – but it can also make financial planning more complicated than being an employee. When creating a financial plan, Self-employed contractors need to keep a number of items in mind. Read to find out!
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    Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner

    July 6, 2022
    You have worked long and hard to build up your business, and now you are ready to withdraw money from your business' bank account. But you don't want to get hit with a huge tax bill. So here are 5 ways to withdraw money from your business in a tax-efficient manner.
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    Group Retirement Benefits

    May 4, 2022
    Working at an organization that offers a pension plan is one of the greatest financial advantages a Canadian can enjoy. Pension plans are designed to provide retirement income and help employees reach their retirement goals and for business owners- help retain key employees.
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    Estate Planning for Business Owners

    April 1, 2022
    What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.
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    Easy Exit: Business Succession in a Nutshell

    March 4, 2022
    Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now.
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    2021 Year-End Tax Tips for Business Owners

    December 1, 2021
    We’re approaching the end of the year, so it’s time to review your business finances. We’ve put together an article highlighting the most critical tax-planning tips you need to know as a business owner. We’ve focused on: • How to determine the right salary and dividend mix. • The best ways to handle compensation. • How to make sure you can take advantage of the small business deduction. • What you need to know about depreciable assets and charitable donations. • How to make the most of Covid-19 relief programs.
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    Do you REALLY need life insurance?

    September 1, 2021
    You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.
    https://creststonewealth.com/wp-content/uploads/2021/09/do-you-really-need-life-insurance-coverImage.png 500 500 CRESTSTONE Wealth https://creststonewealth.com/wp-content/uploads/2021/05/creststone-logo-550.png CRESTSTONE Wealth2021-09-01 06:00:002021-09-01 20:36:14Do you REALLY need life insurance?

    Accessing Corporate Earnings

    August 2, 2021
    One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government's.
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    Page 1 of 212

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    2025 British Columbia Tax Rates

    May 1, 2025
    2025 BC Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
    Read more
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    Tax Tips for Filing Your 2024 Income Tax Return

    March 31, 2025
    Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize your refund and avoid costly mistakes.
    Read more
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    Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty

    March 12, 2025
    The Bank of Canada has cut interest rates to 2.75%, reflecting ongoing economic challenges and trade uncertainties. Market volatility is normal, but staying disciplined and diversified helps manage risk over the long term. If you have questions or concerns, please reach out—we're here to help. #BankOfCanada #InterestRates #MarketVolatility #FinancialWellbeing
    Read more
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    Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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