Dynamic Planning Partners
  • ABOUT
  • DYNAMIC SERVICES
  • MEDIA
  • INSIGHTS
  • CONTACT
  • CLIENT PORTAL
  • BOOK A MEETING
Select Page
Understanding the Capital Dividend Account

Understanding the Capital Dividend Account

by Dynamic Planning Partners | May 31, 2025 | Blog, business owners, corporate, investment

What is the Purpose of the Capital Dividend Account? Capital Dividend Account (CDA) is a special corporate tax account which gives shareholders designated capital dividends, tax-free. This account is not recorded in the corporation’s taxable accounting entries or...
Succession Planning for Business Owners

Succession Planning for Business Owners

by Dynamic Planning Partners | Feb 28, 2025 | Blog, business owners, estate planning, Family, life insurance

Succession Planning for Business OwnersBusiness owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a...
2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by Dynamic Planning Partners | Dec 6, 2024 | 2024, Blog, business owners, financial planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
Benefits of Consolidation

Benefits of Consolidation

by Dynamic Planning Partners | Nov 1, 2024 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Dynamic Planning Partners | Sep 30, 2024 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
Financial Planning For Self-Employed Contractors

Financial Planning For Self-Employed Contractors

by Dynamic Planning Partners | Aug 31, 2024 | Blog, business owners, financial planning, insurance, investment

Financial Planning for Self-Employed ContractorsBeing a self-employed contractor can bring you a large cash flow and the satisfaction of being your own boss – but it can also make financial planning more complicated than being an employee. When creating a financial...
« Older Entries

Recent Posts

  • What is Critical Illness Insurance?
  • Understanding the Capital Dividend Account
  • 2025 British Columbia Tax Rates
  • The Five Steps to Insurance Planning
  • Tax Tips for Filing Your 2024 Income Tax Return

Recent Comments

    • Follow
    • Follow

    Simon Tanner

    Principal Financial Advisor 

    E: Simon.Tanner@dynamicplanning.ca

    T: (604) 510-5222

    Langley Location

    19978 72nd Avenue
    Suite 307
    Langley, BC
    V2Y 1R7

    Investia Financial Services Inc. is a wholly-owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company which operates under the trade name iA Financial Group.

    IA Privacy Policy | Website Disclaimer, Privacy & Terms of Use

    Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

    The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered

    Bay Adelaide North
    40 Temperance Street, Suite 2600
    Toronto, Ontario, M5H 0B4
    Tel: 416-364-6133