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MONEYMAN FINANCIAL
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Moneyman Financial Inc.

We provide expert financial advice to those who truly care about their family’s financial future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Retirees

Strategies to help you retire happily and financially maintain your lifestyle.

Estate Planning

Helping you transition assets smoothly to the next generation and ensure that your beneficiaries are protected.

Latest News from Moneyman Financial Inc.

Estate Equalization for Family Business Owners

March 9, 2023Moneyman Financial Inc.

In the planning of their estates, most parents might prefer to leave their assets in equal shares to their children. Often, the only complication in this scenario could be how to divide up the family home.

For owners of a family business, however, the concept of treating the children equally can often be much more problematic. This can especially be the case where one or more children are active in the business while others are not.

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Is the Life Insurance Industry in Canada Stable?

February 1, 2023Moneyman Financial Inc.

Given the problems encountered by some large financial institutions in the United States, how concerned should we be about the state of the life insurance industry in Canada?

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