Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
  • T613.237.5544 x 303
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Business Owners and Their RRSPs: Are You “Willing, Able and Ready” To Save?

February 23, 2017 - 0 comments

If you’re like most business owners, you wear many hats in your life, each competing for financial attention. Beyond the basics of funding your Registered Retirement Savings Plan (RRSP), business owners face specialized questions like: When and how should you direct business profits into an RRSP account … or should you? And how do you balance funding your retirement and reinvesting in your thriving enterprise?


I know these can be a challenge, because I’m a business owner myself. In this segment of “No Dumb Questions,” I’ll present my handy-dandy way for busy business owners like you to think through how to save toward retiring on your own terms. I apply a scrambled version of a familiar catchphrase to help you think through whether you are “willing, able and ready” to fund and invest in an RRSP.

Since you already have enough “hats,” or roles and responsibilities, to keep track of in your life, I’ll also touch on why it’s often worthwhile to seek some solid advice from someone who has what it takes to help you organize and oversee your financial, investment and tax-planning best interests – for your business and your personal interests.

Watch on to learn more about this important “No Dumb Questions” segment dedicated to business professionals like yourself … and be sure to sign up for future videos as well.

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