by Be Protected | Mar 4, 2025 | Accountants, Blog, business owners, Center of Influences, estate planning, Family, farmers, financial advice, financial planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Be Protected | Dec 4, 2024 | 2024, Blog, business owners, financial planning, tax
As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
by Be Protected | Sep 30, 2024 | Blog, business owners, estate planning, Family, insurance, investment
Estate Planning for Business OwnersWhat 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....
by Be Protected | Aug 31, 2024 | Blog, business owners, Family, farmers, insurance, Professionals, retirees
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...
by Be Protected | Jun 30, 2024 | Blog, business owners, corporate, health benefits
Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.Talk to us to see how we can help you.
by Be Protected | May 1, 2024 | Blog, business owners, Buy Sell, corporate, disability insurance, insurance
For business owners, ensuring that your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role in reducing the financial impact on your business in the...
