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Let's start the conversation...


CRA Release Fourth Quarter Interest Rates

You would expect an accounting firm to encourage the paying of taxes in a timely manner, but really, it just makes good financial sense to avoid paying interest on outstanding monetary obligations. SB Partners can help if you need assistance in planning for your tax payments. (more...)

Five Reasons Auto Dealers Should Have a Personal Financial Plan - Part 2 Manage Assets

Today we reveal the second reason why developing a comprehensive financial strategy is important to an auto dealer’s long-term financial success. Manage Assets After the plan has been developed, the (more...)

Economic Outlook for 2015 - What’s Ahead?

Attending a wealth management conference this past weekend, I had the opportunity to hear two (2) interesting economic forecasts from TD Bank and National Bank. (more...)

5 Reasons Auto Dealers Should Have a Personal Financial Plan - Part 1 Secure Your Future

Most auto dealers would agree that personal financial planning is important but too often multiple priorities and the daily pressures of the business distract from developing a comprehensive strategy. Over (more...)

Removing Emotion from Corporate Succession Planning

Separating business needs from emotional responses. That’s the challenge facing family business owners... (more...)

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