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
Bank of Canada Announces Interest Rate Cut Amid Economic UncertaintyMarch 12, 2025 - 9:06 pm
2025 Canadian Controlled Private Corporation Tax RatesMarch 5, 2025 - 10:42 pm
2025 Canada Money FactsMarch 3, 2025 - 11:59 pm
TFSA vs RRSP 2025February 6, 2025 - 8:02 pm
How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade WarFebruary 6, 2025 - 2:13 pm
Our Dealer
Paying for Education
/in blog, education, RESP /by Alto, Chang and Associates Financial ManagementPost-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind.
Shared Ownership Critical Illness
/in blog, Business Owners, corporate /by Alto, Chang and Associates Financial ManagementShared 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.
Estate Planning for Business Owners
/in blog, Business Owners, life insurance /by Alto, Chang and Associates Financial ManagementWriting an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.