Vexxit Business

Taxation

Aligning Your Financial Strategy: Tips for Canadian Individuals & Businesses

Clock60 min. read
byJeff Ryall & Cameron Oneschuk onMarch 04, 2021

While there is not a one-size-fits-all approach to business planning, knowing how and why you should align your financial strategy will help you establish a solid foundation for your enterprise.

In this webinar, we’re connecting you with accountant Cameron Oneschuck and portfolio manager Jeffrey Ryall to explore the most common finance obstacles incorporated professionals and business owners face and how to build an integrated approach to planning.

Here's what they cover:

  • The pros and cons of incorporation

  • Understanding compensation: Salary vs. dividends

  • Direct implications paying yourself a salary

  • CPP basics, contribution rates and RRSP contributions

  • Passive income rules and impacts

  • Calculating your business income projection and financial planning strategies

  • How financial planning and personality relate

  • Asset allocation strategies in a low interest rate environment

  • Common and alternative savings strategies

  • Understanding the value of integrated financial planning


Jeffrey Ryall, CFA, CFP®, is an Associate Portfolio Manager at Cardinal Capital Management, Inc. Jeffrey specializes in developing personalized financial plans and customized investment portfolios for professionals and incorporated business owners, with complex financial needs. If you have a financial planning question, connect with Jeffrey at jryall@cardinal.ca or through LinkedIn.

Cameron Oneschuk is a Partner at MNP based in Winnipeg, Manitoba. Cameron excels at building strong relationships with clients and delivering timely and effective tax planning solutions. He prides himself on helping his clients and their businesses grow to their potential. Cameron works one-on-one with private and not-for-profit organizations in a wide range of industries and brings more than a decade of experience to his role. His services include compliance; financial statement engagements such as notice to readers, reviews and audits; corporate and personal tax filings, and tax planning and restructuring. Cameron helps clients in the automobile dealership, real estate and construction, and film sectors, working with established businesses as well as startups. Cameron earned a Bachelor of Commerce (B.Comm. Honours) in accounting from the University of Manitoba in 2009. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2012. Cameron is a member of the Misericordia Health Centre Foundation board and finance committee.

Get Expert Help With Your Business

While there is not a one-size-fits-all approach to business planning, work with a financial expert who will help align your financial strategy

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