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Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Dao Financial Builders | Jan 14, 2024 | Blog, business owners, corporate, health benefits, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
2024 Financial Calendar

2024 Financial Calendar

by Dao Financial Builders | Dec 31, 2023 | 2024, Blog, business owners, financial advice, financial planning, individuals, personal finances, Professional Corporations, Professionals, retirees, tax

2024 Financial CalendarWelcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add...
2023 Year-End Tax Tips and Strategies for Business Owners

2023 Year-End Tax Tips and Strategies for Business Owners

by Dao Financial Builders | Dec 2, 2023 | 2023, Blog, business owners, tax

2023 Year-End Tax Tips and Strategies for Business Owners Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner....
2023 Personal Year-End Tax Tips

2023 Personal Year-End Tax Tips

by Dao Financial Builders | Nov 30, 2023 | 2023, Blog, individuals, tax

The end of 2023 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2023 personal tax tips:Investment...
Financial Advice for Business Owners

Financial Advice for Business Owners

by Dao Financial Builders | Oct 31, 2023 | Blog, business owners, financial advice, financial planning, group benefits, insurance, investment

We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.Why work with us?Worry less about money and gain control.Organize your finances.Prioritize...
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Johnny Dao, MFA-P, IBC Practitioner

Asset Structuring Specialist

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