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Category: Wealth Accumulation

Private Corporations Dodge a Bullet with the 2018 Federal Budget

March 6, 2018Corporate Insurance, Tax Planning, Wealth Accumulationimport

The Liberal Government’s Federal Budget was delivered by Finance Minister, Bill Morneau, on February 27, 2018.  There had been much concern and speculation about the direction the budget would take with respect to the taxation of private corporations.  This was…

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Preparing your Heirs for Wealth

July 23, 2017Life Stages, Wealth Accumulation, Will Planningimport

If you think your heirs are not quite old enough or prepared enough to discuss the wealth they will inherit on your death, you’re not alone. Unfortunately though, this way of thinking can leave your beneficiaries in a decision-making vacuum:…

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Life Insurance and the Capital Dividend Account

May 22, 2017Corporate Insurance, Estate Planning, Wealth Accumulationimport

Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free. Income earned…

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Are You On The Right Track?

February 15, 2016Investing, Wealth Accumulationimport

In bull markets some investors develop unhealthy expectations as to the long term yields their investments should provide.  Ten years ago, some came to accept returns as high as 15% to 20% per annum as the base return their fund…

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The Cascading Life Insurance Strategy

May 21, 2014Estate Planning, Life Insurance, Wealth Accumulationimport

A Lifetime Gift for your Grandchildren If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as “Cascading Life Insurance” that…

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Recent Posts

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  • New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan

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Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
(604) 538-6565
3305 – 155B Street
Surrey, BC
V3Z 0K5

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