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

Estate Planning

Latest News from Moneyman Financial Inc.

Family Business Planning Strategies

Family Business Planning Strategies

67% are at Risk of Succession Failure

If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good.

With 80% to 90% of all enterprises in North America being family owned, it is important to address the reasons why transition is difficult.

Estate Planning Tips for Real Estate Investors

Estate Planning Tips for Real Estate Investors

For many Canadians, the majority of their wealth is held in personally owned real estate. For most this will be limited to their principal residence, however, investment in recreational and real estate investment property also forms a substantial part of some estates. Due to the nature of real estate, it is important to utilize estate planning to realize optimum gain and minimize tax implications.