The Latest at Collins Barrow Ottawa

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    Get the most out of your life insurance policies before 2017!

    Life insurance rules have remained relatively intact since 1982, but that’s about to change. Starting January 1, 2017, new income tax legislation will come into effect that will change some taxation aspects of life insurance policies. These modifications will impact taxpayers’ estate planning, and more specifically, cases where life insurance policies are purchased through a corporation. 

    Collins Barrow

    How to build your dream (succession planning) team

    Preparing a succession plan for your farm is a complex undertaking that requires many types of expertise. It’s imperative that the advisors involved in the process – like an accountant, financial advisor, lawyer, family dynamics advisor and any other required expert – are all collaboratively on the same page, ensuring your plan a success.

    Corporate Finance

    Your go-to resource for investment banking, transaction structuring, M&A and capital advice — whether you’re a buyer, seller, lender, private equity investor or focused on growing or restructuring your business — our Corporate Finance professionals are masters of the art of the deal.

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    Collins Barrow Red Deer LLP opens new doors

    Red Deer, AB – Collins Barrow Red Deer LLP has opened new doors in Alberta. In addition to a second office in Sylvan Lake, the accounting, tax and advisory firm has moved from 5010-43 Street to a new address. 

    Collins Barrow

    Designing Internal Controls for Small Organizations

    Designing internal controls for a small business or organization is a difficult task for management and/or the board to undertake. There are some that say it cannot be done because there are too few employees in the organization. We disagree. It can be done with a bit of forethought about the design of the workflow that needs to be accomplished. To begin the process, consideration needs to be given to the four major components of internal controls: control environment, risk assessment, technology and monitoring.

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    Investment Funds

    The investment funds industry has experienced significant growth in the last 20 years directly contributing to the wellbeing of the Canadian economy. As the leading advisors to the mid-market investment funds sector, we are the right partners to bring greater financial clarity and guidance.
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    Collins Barrow Durham hosts Durham Exports business conference

    Courtice, ON - On Wednesday, September 14, Collins Barrow Durham will host Durham Exports (www.durhamexports.com), a conference on building business opportunities and growth through exporting. This is a rare opportunity for business leaders to enjoy a day of intensive networking and learning.