Bold Barrel Financial
  • Home
  • About
    • About
    • Network Of Professionals
  • Who We Serve
    • Business Owners
    • Retirees
    • Divorcees
  • Our Services
    • Financial Planning For Business Owners
    • Estate Planning for Business Owners
    • RDSPs
    • RESPs
    • Retirement Planning
    • Certified Divorce Specialist (CDS™)
    • Estate Planning
    • Financial Planning
    • Insurance Planning
  • Blog
  • Client Login
    • Worldsource
    • Manulife
    • Empire
    • RBC Insurance
    • Beneva
  • Set A Meeting
Select Page
Importance of a Buy-Sell Agreement

Importance of a Buy-Sell Agreement

by Bold Barrel Financial | Mar 31, 2025 | Blog, business owners, farmers, insurance, Professionals

Starting a new business venture can be both exciting and nerve-racking at the same time. The hopes and dreams of success, financial freedom, and being your own boss are accompanied by many uncertainties and risks. To add to some of the anxiety comes the facts: about...
Estate Planning for Business Owners

Estate Planning for Business Owners

by Bold Barrel Financial | Feb 28, 2025 | Blog, business owners, estate planning, Family, insurance, investment

Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
Retirement Planning for Business Owners

Retirement Planning for Business Owners

by Bold Barrel Financial | Jan 31, 2025 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

  Retirement planning can be a complex process for us all, but if you are the owner of a small business it can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small...
Charitable Giving

Charitable Giving

by Bold Barrel Financial | Dec 14, 2024 | Blog, business owners, DRAFT, Family, farmers, financial advice, financial planning, insurance, Professionals, retirees, tax

Why do individuals give to charity: ● Leave a legacy ● Essential to organizations ● Meaningful tax relief for contributors There are many ways to give and lots of potential tax savings: 1. Simple Cash Gifts – Charitable tax credit 2. Gifts in Kind –...
2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by Bold Barrel Financial | Dec 5, 2024 | 2024, Blog, business owners, financial planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Bold Barrel Financial | Sep 30, 2024 | Blog, business owners, insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
« Older Entries

Recent Posts

  • Emotions and Investing
  • Personal Life Insurance Planning
  • 2025 Ontario Budget
  • 2025 Ontario Tax Rates
  • Tax Tips for Filing Your 2024 Income Tax Return

Recent Comments

No comments to show.

  • Follow
  • Follow
  • Follow
Set A Meeting

Let’s Connect



(519) 362-0468



info@boldbarrel.ca

Subscribe to Latest News

* indicates required

/* real people should not fill this in and expect good things – do not remove this or risk form bot signups */



Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Insurance Products offered through Kevin Schuster. Other Products and Services are offered through Bold Barrel Financial Inc.

Privacy Policy  |  Legal