Serving Ontario


Segregated Funds

A segregated fund is an insurance product exclusively distributed by insurance companies. It is similar to a mutual fund, but provides,…

Keep The Lion's Share

Who doesn’t want to pay less tax and keep more of their invested funds for themselves and their loved ones?  At Lion’s Share Wealth Management …

Deducting Life Insurance Costs

In part one, we discussed paragraph 20(1)(e.2) in the Income Tax Act (the Act), which allows an individual or business to deduct the …

To Incorporate or Not

One of the first questions that I get asked by those planning on starting a new business is about the business structure. Should..

Why Your Small Business Should Offer Employee Benefits

Next to salary, employee benefits  are the most important tool for attracting and retaining employees….

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