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...
by Customplan Financial Advisors Inc. | Jun 30, 2025 | 2025, Blog, tax
Canadian corporate tax rates for 2024–2025 feature distinct categories for small business, active business, and investment income, each with its own tax considerations. Small businesses can benefit from reduced rates on up to $500,000 of active income, helping...
by Customplan Financial Advisors Inc. | May 19, 2025 | 2025, Blog, Budget, Ontario Only
Ontario Budget 2025 Ontario’s 2025 Budget focuses on holding tax rates steady while introducing targeted cost-of-living relief, business supports, and retirement security measures. Recognizing the economic strain caused by ongoing U.S. tariffs on key Ontario...
