Podium Prosperity Group
135 Bayfield St., Suite 301 L4M 3B3 Barrie, ON, Canada

As a contractor, you work hard and you're proud of the success that your business has achieved. But what if something happened to you? Could your business survive? A serious illness, debilitating injury or pre-mature death can sideline your business, erode your savings, and put stress on yourself & your relationships. Our expert team will assist you in understanding how to properly protect your business / personal interests, including insurance for earnings protection, lif...estyle protection, investment protection, and estate protection. Don't wait until its too late to start this important conversation. Reach out to us today at: https://podiumprosperity.com/service.php?id=9

When transitioning a family business, you need a comprehensive plan to uncover and address potential risks to one’s financial well-being. We work with many clients who require strategies to transition their family businesses - let's start a conversation about the next phase in the growth or transition of yours. https://www.midlandtoday.ca//beyond-local-strategies-for-s

As an Entrepreneur you understand opportunity and set out to capture it. You value hard work and take pride in the product you make or the service you provide. Your passion and head for business has brought your company success yet you see earnings eroding due to taxation and other costs. You think there has to be a better way. Podium Prosperity Group are specialists who will guide you toward achieving your financial goals by utilizing Corporate and Personal Wealth Stra...tegies including our proprietary program Integrated Corporate Life. Interested in learning more? Let's start a conversation. Reach out to us at [email protected] or visit us online at https://podiumprosperity.com/

Do you consider your incorporation to be one of your assets? Diversification advice is no surprise, but does your diversification view cover as much as it could? Consider your assets outside the traditional market too. What does your portfolio include?

Building true wealth requires goals and a strategy to achieve them. We can help. Podium Prosperity Group can help you live your best future NOW! Let's start a conversation. https://podiumprosperity.com/insight.php?id=30 ... #forwardfocused #goalsetting #futureplanning #financialplanning

At Podium Prosperity Group, we have always believed that Deferred Sales Commissions (DSCs) were NOT in the best interest of investors. Investors should be able to retrieve their investments at any time. We are glad to see that the industry is finally catching up. Read on about Ontario's DSC and let's start a conversation. https://www.advisor.ca//industry-ne/ontario-joins-dsc-ban/ ... #deferredsalescommissions #ontarioDSCban #investments #ontarioinvestors

A top Bank of Canada official called the recent spike in cryptocurrency prices speculative mania, and said such assets don’t have the qualities to become the money of the future. What's your take on the Bitcoin craze? Read on and let's start a conversation. #cryptocurrency #bitcoin #paymentmethods #paymenttechnologies

In an environment where high returns are already hard to come by, tax planning should be a key consideration of any overall investment plan. Read on to find out why tax-efficient investing is more important than ever and let's start a conversation. #taxplanning #taxefficiency #taxefficientinvesting

Thank you, Barrie! Podium Prosperity Group has been nominated as Barrie's Best Financial Planners in the CommunityVotes Barrie 2021 awards. Nominations are open until April 14 and we would appreciate your support!... https://barrie.communityvotes.com//fina/financial-planners #communityvotes #barrieontario #thankyouforyoursupport #financialplanner

A one-off tax on Argentina's richest people to help pay for medical supplies and relief for small businesses battered by the global coronavirus pandemic entered into force in late January. While more than 40% of the country's population lives under the poverty line, President Alberto Fernandez hopes to raise about $3 billion from taxing the richest 12,000 of Argentina's 44 million inhabitants. Your thoughts? Let's start a conversation. ... #millionairestax #smallbusinessrelief #virusrelief

Financial literacy is an essential life skill. Teaching children how to manage money will help them throughout their lives. It looks like virtual learning will be the norm for the foreseeable future. Check out our recent Insights article on Teaching Children About Money and let's start a conversation. #financialliteracy #lifeskills #moneymanagement

If the past year has proven anything, it is that nobody knows what the future will bring. Everything could change in an instant. At Podium Prosperity Group, we know that tomorrow is never guaranteed. But we can certainly help you prepare for it. Let's start a conversation.... #riskmitigation #financialplanning #investmentplanning #taxefficiency

A record number of Canadians are now working remotely due to the pandemic. The Canada Revenue Agency has introduced a new tax deduction to allow more people to claim expenses related to their home office. This is an addition to the Detailed Method, which has been streamlined for 2020. Find out which option is right for you and let's start a conversation. #workfromhome #wfh #homeoffice #taxefficiencies

With governments encouraging workers to stay away from the office, many employers have found that remote working means employees logging on from further afield than the suburbs. If an employee works for a company from a location outside the jurisdictions where the company operates or is resident, it can create tax issues for both the individual and the company. Do you have employees working out of province or out of the country? Let's start a conversation.... #remotework #workfromhome #taxissues #secondjurisdiction

During these uncertain times, our mission is simple. Podium Prosperity Group is here to ensure that the wealth accumulated in a business or portfolio remains in the hands of the families who created it. Let's start a conversation. Reach out to [email protected]... #wealthmanagement #peaceofmind

Today is #NationalEntrepreneursDay As an Entrepreneur, you understand opportunity and set out to capture it. You value hard work and take pride in the product you make or the service you provide. Your passion and head for business has brought your company success yet you see earnings eroding due to taxation and other costs. You think there has to be a better way. As business owners ourselves, we understand. Let our group of knowledgeable and experienced specialists guide... you toward achieving your financial goals by utilizing Corporate and Personal Wealth Strategies including our proprietary program Integrated Corporate Life. #businessowners #entrepreneurs #corporatewealth #personalwealth

CRA auditors have a new target ... social media influencers and video game streamers! Online entrepreneurs are earning millions in possibly unreported income and, of course, the CRA wants their cut. This is an interesting take on a relatively new income stream. Read on and let's start a conversation.... #canadarevenueagency #unreportedincome #taxaudit

Today is #PhilanthropyDay You’ve done well. Now you want to give back. Charitable Giving is a way of sharing your wealth in an impactful and meaningful way. Structured correctly, your gift can provide tax and estate planning benefits. We can incorporate ‘giving back’ into your financial plan. Let's start a conversation.... #philanthropy #charitablegiving #estateplanning #taxefficiency

Many Canadian entrepreneurs are retargeting their businesses to tackle the pandemic, turning from economic malaise to opportunity as health-care spending balloons. The question for many will be how to sustain growth after the disease subsides. #businessrecovery #pivot #retarget #entrepreneurs #canadianentrepreneurs

Here's a potentially hot topic ... remote workers should be taxed for the privilege of working at home. Some strategists feel that choosing to earn a living from home once the pandemic ends is a privilege that you should pay for. Read on and let's start a conversation.... #workfromhome #remoteworkers #incometax

Lest we forget. #weremember #remembranceday2020 #canadaremembers

Employees and entrepreneurs are two very different breeds of people. There are exceptions of course. Employees who see an opportunity will often become entrepreneurs. After a person takes that leap of faith and begins their own business however, the risks and rewards not seen as an employee are now visible and experienced. Read on and let's start a conversation.... https://podiumprosperity.com/insight.php?id=42 #businessmentors #mentorship #entrepreneurs