Family Trusts for Business Owners
The goal of this newsletter is to explain how family trusts may be
used by business owners to achieve certain objectives.
Everyone, business owners or not, can use trusts as estate
Tricks or Treats of Financial Planning
As a financial planner, I have seen many individuals who have been
“sold” on an investment approach by a financial advisor that really
made no sense. I liken it to Hallowe'en, for i...
Sources of Financing for Businesses in P.E.I.
Whether starting a business, expanding or facing a cash crunch,
finding a source of financing may be a challenge. This article
looks at sources to borrow (as of September 2006)...
follow in meeting our privacy commitments to you and complying with
the requirements of federal and provincial privacy legislation....
Being A Director - Is It An Honour?
When you become a director of a corporation or a non-profit
organization, you may be appointed because people respect your
opinions and abilities. However, you are accepting a number of
Taxes and Caring for Aging Parents
Do you have aging parents who may soon be unable to look after
themselves? Will you or your parents be faced with the costs of
nursing home care and other medical needs? This article is an
Investment Strategies for Individuals
If you want your savings to grow, there are some important concepts
for you to know and understand. It's your money - remember how hard
you worked to earn it so be careful with how you invest it....
Using Trusts in your Will
We are going to talk about Trusts set up in your Will, also called
Testamentary Trusts, in this document. You may wish to obtain
information on Living Trusts too. This article is not intended to
Tax Planning Tips for Investors
The following article deals with a number of issues applicable to
taxation of investments. Although this list is not exhaustive, it
will provide a checklist for everyone to consider. If you are l...
Fixing an error on your tax return (May 2013)
As of the middle of April, the Canada Revenue Agency (CRA) had
received just under 10 million individual income tax returns for
the 2012 tax year. It’s a near certainty that some number of th...
Corkum & Arsenault is a Chartered Accountant firm and a fee-only financial planning firm in Charlottetown, Prince Edward Island.
Our professional team comprises Blair Corkum, CA, R.F.P., CFP, CLU, CHS, FDS, Troy Arsenault, CA, Kevin Crozier, CA, Karla Thompson, CGA, Lynn Moffatt, B.Sc., and Sue-Ann McCabe-Farrell.
We offer accounting, business advice, tax, estate planning and consulting services to clients who want to work directly with their advisor. In addition, with his extensive credentials and proven experience, Blair offers hourly fee personal financial planning (insurance and investment portfolio review, retirement planning, severance counselling, etc.) and financial divorce counselling.
From realistic start-up business plans and ongoing guidance to tax advice, business succession and estate planning, we can help you. Whether you are a new business owner or have concerns about the advice you are getting now, we are here for you.
Please learn more about us by clicking on the tabs at the top or bottom (especially see our personally written Newsletters), then call us to discuss a review of your needs.