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Charitable Donations - Ensuring Legitimacy

Charitable donations make all sorts of sense: they support worthy causes, donors can be eligible for tax write-offs and let’s face it, helping others makes us feel good. (more...)

Five Reasons Auto Dealers Should Have a Personal Financial Plan - Part 3 Account for Risk

Most business owners don’t take into account the level of risk that they have in their own private business. (more...)

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...)

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