2020 Financial Calendar
Financial Calendar for 2020 – All the dates you need to know to maximize your benefits!
2020 Financial Calendar
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- Financial Planning for a Child With a Disability October 2, 2026Raising a child with a disability comes with a question that can keep you up at night: will they be secure once I am no longer here to help? This roadmap walks through the main building blocks families use to plan with confidence, one step at a time.Financial Tech Tools
- The Health Spending Account for Business Owners and Incorporated Professionals September 1, 2026Discover a game-changing solution to manage medical expenses efficiently - the Health Spending Account. As a business owner, reduce tax burdens and provide tax-free benefits to yourself and employees. No monthly premiums, cost-effective, and hassle-free reimbursement process. Unlock the full potential of your healthcare budget now.Financial Tech Tools
- Corporate Life Insurance Planning August 6, 2026Corporate-owned life insurance helps business owners protect their company, manage taxes, and plan for retirement or succession. This article explores how it can fund buy-sell agreements, cover capital gains tax, reward key executives, and support business continuity—all while building tax-advantaged value inside the corporation.Financial Tech Tools
- Generic Ozempic Is Here. Will Your Drug Plan Actually Save Money? July 15, 2026Generic semaglutide (the active ingredient in Ozempic) is now available in Canada, and it has the potential to meaningfully reduce drug costs for employer-sponsored benefits plans. But savings are not automatic. Without the right plan design in place, many members may stay on the brand-name drug and costs could remain unchanged. Here is what plan […]Financial Tech Tools
- What Happens to Your Group Benefits When You Leave a Job? July 1, 2026Most Canadians do not think about their group benefits until the day they leave a job, and by then, the clock is already ticking. Health and dental coverage typically ends on your last day. But here is the part many people miss: your group life insurance comes with a conversion privilege that lets you carry […]Financial Tech Tools
