by Mark Courneya | Aug 16, 2023 | Estate Planning
How Will Government Programs Support my Retirement Income? Canada Pension Plan – Is payable for your entire life and is indexed for inflation. You can opt to collect CPP at age 60 and take a reduced payment (-7.2% per year), Age 65 and receive the unadjusted amount,...
by Mark Courneya | Aug 10, 2023 | Estate Planning
When Should I Start Saving For Retirement? Amassing enough investments to retire comfortably can be a daunting task, especially for younger Canadians today who are struggling with increasing living expenses and the highest mortgage rates we have seen since 2008. ...
by Mark Courneya | Jul 12, 2022 | Group Benefits
Courneya Group – Case Study Group Benefits – One Size Does Not Fit...
by Mark Courneya | Jul 12, 2022 | Estate Planning, Investments
Highlighting Unique Companies in Canada that Create Value Some of you may have seen the recent news release flash across your phone or television that Telus has purchased another Canadian company, Lifeworks Inc for $2.9B. What you may not know is that this is a...
by Dan Banko | Aug 10, 2020 | Estate Planning
Challenge If two or more people own a company – what happens if one of the people…. Retires from the businessBecomes disabled DiesFiles for bankruptcy Goes through a matrimonial breakdown Solution Every corporation with more than one owner should have a...
by Dan Banko | Aug 10, 2020 | Estate Planning
Challenge The consequences of an unexpected death or disability can be disastrous for a young family. How would your family continue their current lifestyle if one or two of the parents died or became disabled? Solution Get a will doneLook at your employer provided...
by Dan Banko | Aug 8, 2020 | Estate Planning
Tracking Your Investments The Challenge It’s become less common for people to work for the same employer for their entire career. Every time you change jobs, think about what needs to be done with your Group RRSP/DCPP/DPSP*. It’s common for people to lose track of...
by Mark Courneya | Oct 7, 2017 | Estate Planning, Stages of Life
The Challenge You’ve built a strong business with significant wealth. How do you transition your business and the greatest amount of your assets to the next generation while minimizing your tax exposure? Mike started his company Skis Ltd in 1980 and built up...
by Mark Courneya | Oct 7, 2017 | Estate Planning, Stages of Life
The Challenge How do you protect the transition of wealth to your children after a divorce or separation followed by a long-term relationship with a potential new common-law partner? Lisa is a middle age female who was divorced 15 years ago. She has one child who is...
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