Aligning your Financial Strategy: Tips for Canadian Individuals & Businesses

Thursday, March 04, 2021 | 12:00 PM CST

In this webinar, we’re connecting you with accountant Cameron Oneschuck and portfolio manager Jeffrey Ryall to explore the most common finance obstacles incorporated professionals and business owners face and how to build an aligned strategy.

Topics Covered:

  • How financial planning and personality relate

  • The pros and cons of incorporation

  • Understanding compensation: Salary vs. dividends

  • Direct implications paying yourself a salary

  • CPP basics, contribution rates and RRSP contributions

  • Passive income rules and impacts

  • Calculating your business income projection and financial planning strategies

  • Understanding the value of integrated financial planning

  • Asset allocation strategies in a low interest rate environment

  • Common and alternative savings strategies