by Numo Financial | Oct 31, 2025 | Blog, business owners, financial advice, financial planning, insurance, investment
Financial planning for business owners is often two-sided: personal financial planning and planning for the business.Business owners have access to many financial tools that employees do not. Having access to these tools is a great advantage; however, learning about...
by Numo Financial | Sep 30, 2025 | Blog, Family, financial advice, financial planning, insurance
Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. We’ve put together an infographic checklist that can help you get started...
by Numo Financial | Jul 31, 2025 | 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...
by Numo Financial | Jun 2, 2025 | 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...
by Numo Financial | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, investment, pension plan, personal finances, Professionals, tax
The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...
by Numo 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...
