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Insurance Planning for Mature Farm Families

Insurance Planning for Mature Farm Families

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...
Understanding Taxes Payable at Death in Canada

Understanding Taxes Payable at Death in Canada

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...

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Customplan Financial Advisors Inc. is an award-winning managing general agency, servicing advisors across Canada. At Customplan, we believe in empowering and creating independent advisors.

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