by Bold Barrel Financial | Jul 31, 2025 | Blog, business owners, financial advice, financial planning, group benefits, insurance, investment
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.Why work with us?Worry less about money and gain control.Organize your finances.Prioritize...
by Bold Barrel Financial | Jan 1, 2025 | Blog, Family, financial planning, personal finances, RRSP, tax, Tax Free Savings Account
Welcome to our 2025 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
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 –...
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,...
by Bold Barrel Financial | Dec 3, 2024 | 2024, Blog, financial planning, individuals, tax
The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...
by Bold Barrel Financial | Jun 27, 2024 | Blog, business owners, financial advice, financial planning, insurance, investment
Financial planning for business owners is often two-sided: personal financial planning and planning for the business.Business owners have access to many financial tools that employees do not. Having access to these tools is a great advantage; however, learning about...
