Finuity Blog
How Life Insurance Can Solve Family Inheritance Challenges for Legacy Assets
For many Canadians, the assets they hope to pass down—like a second property, family business, or...
Why Critical Illness Coverage Is Gaining Ground with Millennials
Millennials and Gen Z are reshaping the future of workplace benefits—and critical illness...
Employee Benefit Trends
Evolving Benefits: Shaping the Future of Workplace Wellness Alberta's business owners and managers are at the forefront of redefining employee benefits in a landscape marked by economic uncertainties and evolving workplace dynamics. This transformation is not just...
Maximizing Retirement Savings with Individual Pension Plans
For entrepreneurs and corporate executives in Canada, the landscape of retirement planning is evolving. Traditional income splitting and passive investment strategies have become less effective under the current tax regime, compelling a shift towards more innovative...
The Undeniable Link Between Financial Planning and Mental Health
Financial planning is a key strategy for navigating life's responsibilities – guiding individuals toward financial stability and improved mental health. Alberta's financial landscape has unique challenges and opportunities, making financial wellness a critical...
Enhancing Benefits to Attract Top Talent in 2024
Navigating the Evolving Landscape of Employee Benefits In the fiercely competitive 2024 job market, businesses face the increasing challenge of both attracting and retaining top talent. This task has gone beyond simply offering attractive salaries. The modern...
The Importance of Analyzing and Updating Shareholders’ Agreements
In the intricate world of corporate governance, shareholders’ agreements stand as vital documents, orchestrating the rhythm of business relationships, decision-making, and overall company direction. These agreements act not just as legal necessities but as strategic...
2024 Tax & Savings Dates & Information
Savings/Pensions RRSP contributions: Maximum contribution for 2023: $30,780 Last day for 2023 contribution: February 29, 2024 Maximum contribution for 2024: $31,560 January 1: new RRSP contribution room becomes available for 2024 December 31: deadline to contribute to...