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Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Coulas Insurance Ltd. | Jan 14, 2024 | Blog, business owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Coulas Insurance Ltd. | Jul 31, 2023 | Blog, business owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Coulas Insurance Ltd. | Oct 1, 2021 | Blog, Business Owners, buy sell, corporate, disability insurance, Group Benefits, health benefits, Insurance, life insurance, travel 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...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Coulas Insurance Ltd. | Sep 1, 2021 | Blog, Business Owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Coulas Insurance Ltd. | Mar 5, 2021 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...

Get in Touch



Tel:

613-599-4070



Email:

mcai@coulas.ca



78 George St t#204
Ottawa, ON
K1N 5W1

 

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Insurance products, including segregated fund policies, are offered through Coulas Insurance Ltd., and Investment Representatives Nadiya Sakhno and Marty Coulas offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd., and design are trademarks of Quadrus Investment Services Ltd. Used with Permission.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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