Will your children be able to afford the Capital Gains Tax on the family cottage? As of June 2024, the Canadian government has modified how Capital Gains tax is calculated and the impact of this tax is even greater. Keep reading on how this will affect your family when it comes time for them to inherit the family cottage and the solutions that Capcorp can provide to protect them. https://lnkd.in/gTFcpcvN
CAPCORP Financial
Financial Services
Ottawa, Ontario 741 followers
Solutions for Business Owners and their Families
About us
Founded in 1981, CAPCORP has become one of Canada's leading independent financial services companies. Our clients include both large national organizations and the individual investor. Our success is derived from the commitment to developing and maintaining quality client relationships. Our independence allows clients to access products offered by most Insurance companies, Trust companies, and other financial institutions in Canada.
- Website
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http://www.capcorp.ca
External link for CAPCORP Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Ottawa, Ontario
- Type
- Privately Held
- Founded
- 1981
- Specialties
- Employee Benefits, Group Retirement, Wealth Planning, Life Insurance, Financial Advice, Tax Planning, Estate Planning, and Succession
Locations
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Primary
1050 Morrison Dr
3rd Floor
Ottawa, Ontario K2H8K7, CA
Employees at CAPCORP Financial
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Brian Hay
Wealth Manager and Retirement Planning Specialist at CAPCORP
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Robert Houle
Vice President of CAPCORP Financial Corporation
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Matthew Chiang, CFP®
Certified Financial Planner at Capcorp Financial Corporation
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Jenny Kidd
Dedicated Administrative Professional with Expertise in Event Planning and a Passion for the Arts and Writing
Updates
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"When should I start collecting my CPP?" A question we're often asked by our clients. We've created an easy-to-use CPP calculator to help with your retirement planning. https://lnkd.in/gXKGeqEe
When to start collecting CPP & OAS - CPP Calculator
https://www.capcorp.ca
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Some great advice on navigating the impact of the Canadian Dental Care Plan on organizations by Capcorp's Graham Young.
I know it seems like I've been talking about National Pharmacare a lot lately on here, but everyone should know that the team at CAPCORP Financial along with our fellow members of Benefits Alliance are also giving a lot of advice to organizations on the impact of the Canadian Dental Care Plan. I think there are some exploring this program to off load cost from their benefits programs - but you need to be careful. Its not for everyone! Read some of my thoughts in this article with Benefits Canada.
Employers considering dropping dental from benefits plan should think twice: expert | Benefits Canada.com
benefitscanada.com
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As a business owner, your employees are your greatest asset. You strive to provide them with the best support and comprehensive healthcare benefits and traditional insurance plans may fall short. That’s where a Healthcare Spending Account (HSA) steps in, offering a powerful solution to bridge the gap and prioritize your team’s mental well-being. Click here: https://lnkd.in/gDDwsr3N to learn how you can invest in your team's well-being. #WeDoBenefitsBetter
Invest in Your Team's Well-Being: Enhance Your Benefits with a Healthcare Spending Account (HSA) - CAPCORP
https://www.capcorp.ca
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A great discussion by Capcorp's Graham Young on the status of Bill C-64 and Pharmacare
On this special episode of the Benefits Alliance Voice, Rob Green gets an update from Carolyne Eagan and Graham Young, CFP® Young on the most recent activity in Ottawa for the proposed changes to Canadian Pharmacare. Listen now: https://lnkd.in/gWw4ej2D
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Thank you Proud To Be Me for inviting us to a wonderful event! Capcorp looks forward to supporting and attending the annual Proud To Be Me Gala! Great job to everyone involved! 🥳💖 #TeamSpirit #GivingBack #GreatTimes
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Since our founding in 1981, Capcorp Financial has proudly served a diverse range of industries in the Ottawa area, including many esteemed construction companies. Today, we're thrilled to announce that we are now a member of the Ottawa Construction Association (OCA)! This milestone reflects our unwavering commitment to delivering excellence across all sectors we serve. Our growth and success have been built on understanding our client's unique needs and providing tailored market-leading advice. Joining the OCA opens new doors for us to enhance our services and expand our network within the construction industry. However, our dedication to serving clients across all industries remains as strong as ever. Thank you for your continued trust and support! Discover more about our journey: https://lnkd.in/gqwGWDdT #CapcorpFinancial #ConstructionIndustry #OttawaConstructionAssociation #FinancialServices #ClientCommitment #IndustryExcellence
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Whether buying a new home or renewing your mortgage, you will want to protect yourself but which is better; mortgage or life insurance? https://lnkd.in/d524spJG
Replace Your Mortgage Insurance with Something Better
https://www.capcorp.ca
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The federal budget’s proposed increase in the capital gains inclusion rate has some asking: “Should I trigger my gains now?” We've broken down how this will affect your organization's or personal assets. Click the link: https://ow.ly/LrXA50Roffp to learn more.
To Sell or Not to Sell: Navigating the New Tax Increase on Capital Gains - CAPCORP
https://www.capcorp.ca