250-589-0515
tony@tonywatson.ca
LinkedIn
Tony Watson
  • HOME
  • ABOUT
    • SUPPLIERS
    • STRATEGIC ALLIANCES
    • Privacy Policy and Websites Term of Use
  • SERVICES
    • EMPLOYEE BENEFITS
    • LIFE STAGES
      • Starting your career
      • Growing Families
      • Mature Families
      • Preparing for Retirement
      • Retirees
    • BUSINESS STAGES
      • Business Succession
      • Executive Benefits
      • Group Benefits
    • HEALTH INSURANCE
  • BLOG
  • CONTACT

Category: Wealth Accumulation

Preparing your Heirs for Wealth

July 23, 2017Life Stages, Wealth Accumulation, Will Planningimport

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately though, this way of thinking can leave your beneficiaries in a decision-making vacuum:…

Read More

Life Insurance and the Capital Dividend Account

May 22, 2017Corporate Insurance, Estate Planning, Wealth Accumulationimport

Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free. Income earned…

Read More

Are You On The Right Track?

February 15, 2016Investing, Wealth Accumulationimport

In bull markets some investors develop unhealthy expectations as to the long term yields their investments should provide.  Ten years ago, some came to accept returns as high as 15% to 20% per annum as the base return their fund…

Read More

A Lifetime Gift for Your Grandchildren

October 19, 2015Estate Planning, Life Insurance, Wealth Accumulationimport

The Cascading Life Insurance Strategy If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance. How does…

Read More

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!

Categories

  • 2020
  • 2020 Only
  • Accountants
  • Better Benefits
  • Blog
  • Business Owners
  • Business Owners
  • Business Succession Planning
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • Corporate Insurance
  • Critical Illness Insurance
  • Debt
  • Debt Management
  • disability
  • Disability Income Replacement
  • Employee Benefits
  • Estate Planning
  • Families
  • Family
  • Featured Articles
  • Financial Planning
  • Individuals
  • Investing
  • Investment
  • Life Insurance
  • Life Stages
  • Lifestyle
  • Lifestyle Tips
  • Living Benefits
  • Long Term Care
  • Mortgage Insurance
  • RDSP
  • Retirement
  • Retirement Planning
  • RRSP
  • Tax
  • Tax Planning
  • Wealth Accumulation
  • Will Planning

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!

About

"Quality is never an accident: It is always the result of high Intentions Sincere effort, intelligent directions and skillful execution; It represents the wise choice of many alternatives." -William A Foster
© 2017 Financial Tech Tools | Financial Services Blog