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GBL Inc. and Link Investment Management partner to offer cost-effective employer-sponsored retirement savings plans.
CALGARY, Alberta (January 21, 2020) — Link Investment Management Inc. (“Link”), an innovative provider of employer-sponsored compensation and pension plans, has partnered with GBL Inc. (“GBL”), an actuarial consulting firm who are experts on Individual Pension Plans (IPPs), Retirement Compensation Agreements (RCAs) and Health Benefit Plans for business owners. Link and GBL are pleased to […]
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GBL Celebrates Acquisition of McFarlane Amerlee Consulting
Partnership Will Expand GBL’s Reach and Value Proposition to Business Owners and Professional Corporations Calgary, AB: It is with great excitement that GBL announces the acquisition of its industry peer McFarlane Amerlee Consulting, effective January 1st, 2020. Since 1996, McFarlane Amerlee has been a leader in creating Individual Pension Plans (IPPs) for business and professional […]
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RRSP Season: A great opportunity to review alternative planning options such as Individual Pension Plans (IPPs)
During the 1990s, RRSP (or RSP) season was seen primarily as a time where clients would sit down with their Advisor, review their RRSP portfolio, and provide a cheque for their annual contribution. For many, the focus was to make sure that the contribution cheque was received by their financial institution before the last day […]
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Charitable Gifting Using Insurance: Unlocking Value After the Risk is Covered Off
In every stage of life, there are different needs and there are often concerns about risk. One example being, “If I were to die, how will my family be able to cover our expenses, taxes, or debts?” Life Insurance is the most common vehicle utilized to address this risk. There are two types of Life […]
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Selling your Business? How the RCA can be an Important Planning Tool
For majority of business owners, the sale of their business represents a bulk of their retirement savings. Years of hard work, sacrifices, and sweat equity has led to the moment of sale with a big pot of gold. The sale of the business is not always a share sale, and in the case of a […]
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All Eyes On The IPP: A Favoured Retirement and Tax Saving Powerhouse for Business Owners and Professional Corporations
“What kind of parallel universe are we living in?” is a question we’ve asked ourselves and our clients over the past 21 months given that actuaries seem to have become the people in the room whom everybody wants to talk to. Actuaries are a cool group, don’t get me wrong, but the attention GBL has […]
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2019 Federal Budget Commentary
The 2019 Federal Budget was released March 19th, 2019 and though it contained a few measures of note, there were far fewer changes that would impact tax planning than we have seen in the previous three years. We saw the introduction of a new refundable tax credit to assist in skill and training upgrades for […]
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Congratulations Gordon!
After close to 60 years of working in the actuarial industry and building GBL from the ground up, our Founder, Gordon Lang is officially retiring. But don’t worry, in typical Gordon fashion, Gordon will still be available for consulting assignments as required and will remain an integral part of GBL. He is a fixture and […]
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2018 Federal Budget: Clarifying the Passive Income Conundrum
Since tax changes were proposed for Canadian Controlled Private Corporations (CCPCs) in July 2017, small business owners, incorporated professionals and their tax advisors have been in a holding pattern as to how to manage passive assets. Proposals at the time called for two pools of assets: Pre Jan 1, 2018 and post Dec 31, 2017. […]
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2018 Income Tax Planning
News, Business Owners, IPP, RCA
First off, we would like to wish you and your clients a Happy and Prosperous 2018! As we are all aware and unlike our neighbours to the South, combined top Federal and Provincial Income Tax Rates in Canada are near to or over 50%. In addition, the 2018 Federal Budget may penalize many taxpayers with […]
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