July Newsletter

Megan Lisowski - Jul 04, 2025

July Newsletter

 

At anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or e-mail Ridd.Associates@nbpcd.com. We would be happy to speak with you.

 

 

We also now have a new booking website.  We invite you to book your Video, in-person or phone call with any member of our team at a date/time that is convenient for you.

 

 

 

 

 

 

Market and Portfolio Update

We invite you to view the July 2025 market and portfolio update.

   READ MORE

 

Monthly Features

How to use debt to finance business growth

By: John M. Paniccia, CPA, CA, CBV, FEA

If you’ve ever been at the helm of a Laser or raced on a catamaran you know that you have to be prepared to adjust your sails the moment the wind shifts. The same logic applies whether you are managing your portfolio or investing in your business. Well, don’t look now, but the winds have shifted considerably over the past year – particularly when it comes to financing your business.  Read more
 

 

Planning for the family vacation property

Many Canadians appreciate the benefits and joys of owning a cottage, cabin or chalet (“vacation property”), and wish to pass the ownership and enjoyment to the next generation. Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value. In addition, it is likely that more than one child may want ownership; however, the asset cannot be divided, and there are many considerations to be mindful of when addressing estate and tax matters. As a result, it’s important that your estate plan take this asset into consideration to ensure that it is properly accounted for and, if applicable, transitioned based on the needs and desires of the family.  Read more

We hope you enjoyed this month's newsletter.

If you know someone who can benefit from our commentary or services, please feel free to forward this newsletter to them.

 

 

 

 

 

Warm regards,