by Point B Financial Inc. | Dec 2, 2025 | 2025, Blog, business owners, financial planning, tax
2025 Year-End Tax Tips for Business Owners As 2025 comes to a close, many business owners are thinking about wrapping up their books, reviewing results, and getting ready for a new year. But before December 31 passes, there’s one more important task to tackle — your...
by Point B Financial Inc. | Dec 1, 2025 | 2025, Blog, financial planning, individuals, tax
2025 Personal Year End Tax Tips The end of 2025 is approaching fast — and that means it’s time to get organized before tax season. By reviewing your finances now, you can take advantage of tax-saving opportunities before December 31 and start the new year with...
by Point B Financial Inc. | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Point B Financial Inc. | Apr 28, 2023 | Blog
Today I am overjoyed, and infinitely grateful, to be celebrating a special milestone in my career. Exactly twenty-five years ago I ventured into the financial industry, with a burning passion to make a positive impact on people’s lives by helping them realize...
by Point B Financial Inc. | Oct 22, 2022 | Blog
Life goals are important. I would like to share with you the reasons behind our name “Point B Financial”, and why having a Point B is so important in your life to reach your goals. There are three steps to attaining those goals: Define your Mission: The Road from A...
by Point B Financial Inc. | Sep 4, 2022 | Blog
Janus, the Roman god of doors and transitions, was always portrayed with two faces – one looking backward, and one looking forward. We too need to use the turning of the year to look back in assessment, and to look forward in anticipation. We can benefit, at...
