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  • Glenn Fabello
August 15, 2025
Executive benefits advisor in Ontario
August 15, 2025
Categories
  • Employee Benefits

The Hidden Risks in Your Group Benefits Plan (And How to Fix Them)

For many founders, a benefits plan feels like something you can “set and forget.” The premiums get paid, claims are processed, and on the surface, everything […]
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August 1, 2025
Executive benefits advisor in Ontario
August 1, 2025
Categories
  • Executive Compensation
  • Exit Strategy

Planning to Exit? Start with Your Executive Benefits Strategy

For many business owners, succession planning is one of the most important—and often most delayed—steps in the life of a company. The focus is usually on […]
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July 15, 2025
Employee benefits advisor in Ontario
July 15, 2025
Categories
  • Tax Strategy

How the OAS Clawback Works — And How to Avoid It

Are you approaching retirement and worried about losing part of your Old Age Security (OAS) benefits? With rising retirement income from RRSPs, pensions, and dividends, many […]
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June 9, 2025
Help with retirement plans for small business
June 9, 2025
Categories
  • Employee Benefits

Why Benchmarking Your Employee Benefits Isn’t Optional in 2025

If you’re heading into your next benefits renewal without benchmarking, you’re missing the full picture — and it could be costing you. In 2025, a group […]
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May 22, 2025
Executive benefits advisor in Ontario
May 22, 2025
Categories
  • Employee Benefits

What Every Canadian Business Owner Needs to Know About Group Benefits in 2025

For Canadian business owners, group benefits are no longer just a cost of doing business — they’re a critical piece of your employee value proposition. But […]
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May 13, 2025
May 13, 2025
Categories
  • Tax Strategy

Is Pension Income-Splitting Available for Year of Death?

In Canada, while many tax credits and benefits are available based on family income, a graduated tax bracket system applies to the individual when taxing income. […]
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May 13, 2025
Help with retirement plans for Canadian small business
May 13, 2025
Categories
  • Tax Strategy

Death of an RRSP/RRIF Annuitant – Do tax-deferred rollovers make sense?

When an RRSP 1  or RRIF annuitant dies, the deceased is normally required to include the full value of the plan in income for the year […]
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April 28, 2025
April 28, 2025
Categories
  • Employee Benefits

Group Travel Insurance — Are You Covered?

Your employee benefits program provides valuable out of country emergency health protection — but it’s important that you understand what is covered.
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April 28, 2025
Help with retirement plans for Canadian small business
April 28, 2025
Categories
  • Employee Benefits
  • Workforce Retention

How to Make A Difference With Your Benefits Program

Prescription drugs. Dental. Physio. Your group benefits plan might look complete — but look closer, and you may think again.
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