Dynamic Planning Partners
  • Our Process
    • About Us
  • Services
    • Individuals & Families
      • Insurance and Investment Plan
      • Life Insurance
      • Disability Insurance
      • Critical Illness
      • Long Term Care
      • Health & Dental
      • Personal Savings
      • Education Savings
      • Mortgage Insurance
      • Retirement Savings
    • Business Owners
      • Succession Planning
      • Business Overhead Expense
      • Buy Sell
      • Key Person
      • Health & Dental
      • Corporate Held Real Estate
      • Corporate Retirement Strategy
      • Business Acquisition
      • Business Expansion
    • Professional Corporations
      • Succession Planning
      • Business Overhead Expense
      • Buy Sell
      • Key Person
      • Health & Dental
      • Corporate Held Real Estate
      • Corporate Retirement Strategy
      • Business Acquisition
      • Business Expansion
    • Critical Illness
    • Travel Insurance
  • Our Partners
  • Login
  • Resources
    • Blog
    • Resources for Individuals & Families
    • Resources for Business Owners
    • Resources for Professional Corporations
  • Contact
    • Privacy & Terms of Use
    • How to File a Complaint
  • Search
  • Menu
  • Twitter
  • Linkedin

Individuals & Families

You are here: Home / Individuals & Families
Download our Individuals and Family Financial Pyramid

Individuals and Families

Financial Plan

Life Insurance

Disability Insurance

Critical Illness

Long Term Care

Personal Health

Personal Savings

Education Savings

Home

Retirement Savings

Articles for Individuals and Families

2021 Financial Calendar

January 4, 2021
We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything you need to know in one place!
http://dynamicplanning.ca/wp-content/uploads/2021/01/2021-FInancial-calendar-1.png 563 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2021-01-04 06:00:002021-01-04 14:39:172021 Financial Calendar

Government of Canada to allow up to $400 for home office expenses

December 29, 2020
For the 2020 tax year, the Government of Canada introduced a temporary flat rate method to allow Canadians working from home this year due to Covid-19 to claim expenses of up to $400.
http://dynamicplanning.ca/wp-content/uploads/2020/12/Up-to-400-for-home-office-expenses.png 563 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-12-29 11:47:492020-12-29 21:33:09Government of Canada to allow up to $400 for home office expenses

Business Owners: 2020 Tax Planning Tips for the End of the Year

December 11, 2020
It's a great time to review your business finances now that we are nearing year-end. We have listed some of the critical areas to consider and provide you with some helpful guidelines to make sure that you cover all the essentials. We have divided our tax planning tips into four sections: - Year-end tax checklist - Remuneration - Business tax - Estate
http://dynamicplanning.ca/wp-content/uploads/2020/12/Business-Owners_-2020-Tax-Planning-Tips.png 563 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-12-11 06:00:552020-12-11 14:39:28Business Owners: 2020 Tax Planning Tips for the End of the Year

Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now

December 7, 2020
Finance Minister Chrystia Freeland recently provided the government's fall economic update. It included information on the government's strategy for dealing with the COVID-19 pandemic and its plan to help shape the recovery. We've summarized the highlights for you: • Corporate Tax Changes, including extensions to subsidy programs. • Personal Tax Changes, including additional Canada Child Benefit Plan payments and a new "Work from home" tax credit. • Indirect Tax Changes, including the proposal to charge GST/HST on services provided via digital platforms, as well as the temporary removal of GST/HST on face masks and shields. For business owners, as of December 4th, the CEBA loan has been expanded by an additional $20,000.
http://dynamicplanning.ca/wp-content/uploads/2020/12/Highlights-of-the-2020-Federal-Fall-Economic-Statement@1000px.png 563 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-12-07 15:42:082020-12-08 01:15:29Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now

Personal Tax Planning Tips - End of 2020 Tax Year

December 2, 2020
To help our clients, we’ve put together a comprehensive article filled with great tips on how to get ready for 2020 tax season. Here’s a summary of our personal tax tips article: • Details about the different COVID-19 benefits programs and the tax ramifications of them • Information about family tax issues including the Canada Child Benefits and tips on how to split income. • Managing investments. Details about contributing to various savings plans such as a TFSA, RESP, or RDSP. Also tips on how and when to donate to charity and how to time the purchase or sale of investments. • Retirement planning. How to make the most of your RRSP, things to know if you’ve turned 71, and tips on RRIF conversion.
http://dynamicplanning.ca/wp-content/uploads/2020/12/Personal-tax-planning-tips-2020@1000px.png 563 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-12-02 14:07:542020-12-02 23:03:30Personal Tax Planning Tips - End of 2020 Tax Year

Applications for the new Canada Emergency Rent Subsidy starts today!

November 23, 2020
The new Canada Emergency Rent Subsidy is open for applications today! Unlike the previous program, this subsidy will provide payments directly to qualifying renters and property owners, without requiring the participation of landlords. CERS covers up to 65% of rent for businesses, charities and non-profits impacted by COVID-19. An additional 25% Lockdown Support is available during a public health lockdown order.
http://dynamicplanning.ca/wp-content/uploads/2020/11/CERS_STARTS_TODAY.gif 280 500 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-11-23 14:01:152020-11-23 23:21:12Applications for the new Canada Emergency Rent Subsidy starts today!

Saving for Education

November 1, 2020
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.
http://dynamicplanning.ca/wp-content/uploads/2020/11/savingForEducationFI.jpeg 810 1440 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-11-01 06:30:002020-11-01 14:36:10Saving for Education

Applications for Canada Recovery Benefit now open!

October 13, 2020
The Canada Recovery Benefit (CRB) is now open for applications. If you are eligible for the CRB, you can receive $1,000 ($900 after taxes withheld) for a 2-week period. If your situation continues past 2 weeks, you will need to apply again. You may apply up to a total of 13 eligibility periods (26 weeks) between September 27, 2020 and September 25, 2021.
http://dynamicplanning.ca/wp-content/uploads/2020/10/CRB@2x.png 640 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-10-13 14:54:192020-10-14 01:21:10Applications for Canada Recovery Benefit now open!

New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan

October 9, 2020
Great news for businesses! The new Canada Emergency Rent Subsidy will be available directly to business owners who need rent relief. The Wage Subsidy has been extended to June 2021. And the CEBA has been expanded to provide up to $20,000 interest-free loan.
http://dynamicplanning.ca/wp-content/uploads/2020/10/CERS_CEWS_CEBA@2x.png 640 1000 Dynamic Planning Partners http://dynamicplanning.ca/wp-content/uploads/2015/11/dppIALogo.jpg Dynamic Planning Partners2020-10-09 16:23:562020-10-10 00:39:14New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan
PreviousNext

Contact Us

Tel: (604)510-5222
Simon.Tanner@DynamicPlanning.ca
Langley Office
19978 72nd Avenue Suite 307
Langley, BC V2Y 1R7

Vancouver Office
1185 W. Georgia Street Suite 800
Vancouver, BC V6E 4E6

Latest News

  • 2021 Financial CalendarJanuary 4, 2021 - 6:00 am
  • Government of Canada to allow up to $400 for home office expensesDecember 29, 2020 - 11:47 am
  • Business Owners: 2020 Tax Planning Tips for the End of the YearDecember 11, 2020 - 6:00 am

Newsletter

©2015 Financial Tech Tools Inc. | Privacy Statement and Terms of Use
Scroll to top