Menu

Latest Posts

Our 12th Annual Charity Golf Classic is coming up….

Join us on June 6, 2019 at The Richmond Hill Golf Club for a round, a bite and plenty of prizes! Click the “Sign Up Now!” button to reserve your space! What are the options for attending? You may sign up as a single player, a foursome, OR if you do not play we still wish to invite you to the event for our buffet-style dinner! Please select the corresponding option and let us know the […]

Read More

Stability, Benefits Plan Rates That Are Stable And Predictable

Stability, Benefits Plan Rates That Are Stable And Predictable Small and mid-sized business owners face a lot of uncertainty and don`t need that to include their employee benefits plan. A local Chambers Plan advisor can help show why the Chambers Plan is the number one plan for businesses seeking stability in their benefit plan.

Read More

Happy Holidays From The Tanner Financial Team

In Celebration of the Holiday Season, Tanner Financial, Tanner Financial Group and Tanner Financial Services will be making a donations to both the Geneva Centre for Autism Foundation and Engage and Change's "Project Winter Survival". We will also be supporting Nabors, an organization helping to provide semi-independent living for those in need through their gift card program.

Read More

RRSP — an investment that can truly add-up

 22.5%. That’s the number, according to the latest census data (2016), of Canadian tax filers who contributed to an RRSP. The other 77.5% didn’t take advantage of this incredible savings tool. That figure is surprising when you consider the tremendous benefits of RRSP investing that include: tax-deferred growth tax deductions from contributions. As you might know, an RRSP contribution lowers your taxable income in the current year. Rather than paying a high marginal tax rate […]

Read More

Insurers Continue to Define Conflict of Interest By A “Do As I Say, Not As I Do” Mentality

It may be time for the regulators to step in. That’s a statement no one would usually ever want to say. CLHIA the self-governing association of insurers has built a document called G19 on the guise of producing a more fair and clear landscape for Canadian consumers. Given that all insured products flow throw CLHIA members advisor literally have no choice but to follow any rules they put in. To be clear, I haven’t talked […]

Read More

Understanding The Chambers Employee Benefits Plan

Understanding How Your Ontario Small or Medium-Sized Business Can Benefit from a Chambers Employee Benefits Plan Over 30,000 Canadian small and medium-sized businesses are using a Chambers Employee Benefits Plan to provide a wide range of medical and dental coverage to their employees.  Over the last 40 years, the Chambers Plan has earned a reputation for being stable, smart, and simple to manage. There are various reasons why your business should consider joining, and our […]

Read More

It’s Time for the Canadian Government to Wake Up;

In the past couple of months, we have had the opportunity to watch governments in the news both here and abroad tackle challenges. Canada clearly has some independent issues that I believe are reaching a boiling point. Watching Canada Post implode; our oil industry falter; our largest auto manufacturer propose closing their oldest and most efficient plants; and the Federal Liberals building a self-serving case to run their next election campaign on – National Pharmacare, […]

Read More

Understanding your Net Worth

Why Understanding Your Net Worth is Important and Why It’s a Key Element in Your Financial Plan Knowing your net worth is a key factor in planning for your retirement. Knowing what your net worth is and the effect it has on your retirement plan is an essential element to any well-rounded financial plan. If someone were to ask you, would you know your net worth? It’s one of the most common terms in personal […]

Read More

6 Tips for Succession Planning

6 Tips for Succession Planning

For business owners, succession planning should be a vital part of their strategy – even if the eventual exit from the enterprise is years or decades away.
However, a recent poll found that only 42 per cent of small business owners are uncertain about their retirement and almost half – 48 per cent don’t seek financial advice.
Use these six tips to evaluate if you’re paving a road for success or if you need to clear some bumps along the way.
Often given short shrift, business succession planning is a vital part of being a business owner – even if the eventual exit from the enterprise is years or decades away. These six tips should help pave the way for a successful sale or handover.

Read More