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Category: Tax Planning

Does your Business Qualify for the Small Business Gains Exemption?

December 12, 2016Corporate Insurance, Tax Planningimport

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to…

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The Single Premium Insured Annuity

August 22, 2016Estate Planning, Life Insurance, Retirement Planning, Tax Planningimport

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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The Clock is Ticking!

June 19, 2016Corporate Insurance, Life Insurance, Tax Planningimport

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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9 Ways the 2016 Federal Budget Could Affect Your Business

April 11, 2016Featured Articles, Tax Planningimport

The Trudeau government’s first budget contained a shock on the small business tax rate, and some smaller let-offs by Murad Hemmadi for ProfitGuide When Bill Morneau rose to deliver his first budget speech as Finance Minister in Justin Trudeau’s new…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Life Insurance, Tax Planningimport

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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Changes to the Taxation of Estates

November 16, 2015Estate Planning, Tax Planningimport

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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Contact Us

Tony Watson
Financial Advisor

9367 Webster Place
Sidney, BC
V8L 2R9

Tel: 250-589-0515 
Email: tony@tonywatson.ca

Latest Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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