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Do you have enough for retirement?

Do you have enough for retirement?

by Davlyn Financial | Jan 31, 2025 | Blog, business owners, Family, farmers, financial advice, financial planning, investment, Professionals, retirees

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...
2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by Davlyn Financial | Dec 5, 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,...
Succession Planning for Business Owners

Succession Planning for Business Owners

by Davlyn Financial | Jul 31, 2024 | 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...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by Davlyn Financial | May 31, 2024 | Blog, business owners, insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
Benefits of Consolidation

Benefits of Consolidation

by Davlyn Financial | Apr 30, 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...
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

by Davlyn Financial | Apr 22, 2024 | 2024, Blog, business owners, Family, financial advice, financial planning, individuals, investment, retirees, Retirement

With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
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1730 Bishop Street North, Unit 3
Cambridge, ON N1T 1N5

Satellite offices are available by appointment:
Windsor, London, Hamilton, Toronto, Ottawa

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