Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Strategies for Families
Customized solutions based on you, plans for you to accumulate and protect your wealth.
Latest News
How To Use Insurance To Provide Your Family With Financial ProtectionMay 1, 2024 - 6:00 am
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax UpdatesApril 22, 2024 - 11:02 am
2024 Federal Budget HighlightsApril 17, 2024 - 5:41 pm
Tax tips to know before filing your 2023 income taxApril 2, 2024 - 2:17 pm
Empowering Your Family’s Financial Future: A Comprehensive Guide to BudgetingApril 1, 2024 - 6:00 am
Our Dealer
Applications for the new Canada Emergency Rent Subsidy starts today!
/in blog, Coronavirus, Coronavirus - Practice Owners /by Alto, Chang and Associates Financial ManagementThe new Canada Emergency Rent Subsidy is open for applications today! Unlike the previous program, this subsidy will provide payments directly to qualifying renters and property owners, without requiring the participation of landlords.
CERS covers up to 65% of rent for businesses, charities and non-profits impacted by COVID-19.
An additional 25% Lockdown Support is available during a public health lockdown order.
The Difference between Segregated Funds and Mutual Funds
/in blog, Business Owners, Investment /by Alto, Chang and Associates Financial ManagementSegregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should consider like Maturity and Death Benefit Guarantees.
Applications for Canada Recovery Benefit now open!
/in 2020, blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners /by Alto, Chang and Associates Financial ManagementThe Canada Recovery Benefit (CRB) is now open for applications.
If you are eligible for the CRB, you can receive $1,000 ($900 after taxes withheld) for a 2-week period.
If your situation continues past 2 weeks, you will need to apply again. You may apply up to a total of 13 eligibility periods (26 weeks) between September 27, 2020 and September 25, 2021.