by Customplan Financial Advisors Inc. | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Customplan Financial Advisors Inc. | Oct 31, 2025 | Blog, disability, individuals
Everybody understands the value of life insurance and most of us who take our finances seriously have a solid life insurance policy in place. But what happens if you are unlucky enough to sustain a serious illness, chronic disease or disability which prevents you from...
by Customplan Financial Advisors Inc. | Sep 30, 2025 | Blog, farmers, financial advice, financial planning, insurance
For mature farm families, making sure your farm and family are financially protected can be overwhelming, especially since there’s so much information floating online. This infographic and article address the importance of insurance. The 4 areas of personal insurance...
by Customplan Financial Advisors Inc. | Aug 31, 2025 | Blog, estate planning, financial advice, tax
A common belief among Canadians is that they will be taxed on money they inherit. However, Canada does not impose an inheritance tax. Instead, after someone passes away, their final tax return must be filed, covering the income they earned up to the date of...
by Customplan Financial Advisors Inc. | Jul 31, 2025 | Blog, life insurance
Personal Life Insurance Planning When thinking about life insurance, one of the most important steps is figuring out how much coverage you need. Everyone’s situation is unique, but a helpful starting point is understanding your coverage options and thinking about the...
