Financial advisor sitting down and smiling while holding a folder. A blog about ways to invest and save tax using your corporation
September 5, 2023 
Dave Loncaric

How to Invest and Save Tax Using Your Corporation

Too many business owners are not properly using their corporations to invest and save tax. The good news is, it’s never too late to start. If you want to get...
Financial advisor sitting down and smiling while holding a folder. A blog about How To Pay Yourself If You’re Incorporated = salary vs. dividends
June 12, 2023 
Dave Loncaric

Salary vs. Dividends: How to Pay Yourself

Which is suitable for you—salary or dividends?  Being incorporated offers countless tax-saving benefits. One of which is the flexibility to decide how you want to pay yourself.  You can take...
blog thumbnail with financial advisor sitting on a chair and holding a folder, smiling. The Difference Between an Operating Company, Holding Company, and Family Trust
May 3, 2023 
Dave Loncaric

The Difference Between an Operating Company, Holding Company, and Family Trust

As a business owner, you can structure your business using an operating company, holding company, and family trust. However, many are unaware of each entity’s different roles and how they...
Blog thumbnail - the passive income tax rule explained. financial advisor sitting on a chair and holding a folder, smiling.
March 16, 2023 
Dave Loncaric

The Passive Income Tax Rule Explained: How to Invest & Save Tax

Are you aware of how Canada’s passive income tax rule affects you as a business owner?  Many business owners are unclear about the confusing nature of the passive income tax...
Advisor headshot for Blog Thumbnail: 4 ways to invest the extra cash in your corporation. a blog to solve your problem of having excess cash in and investing it to turn it into a profit
January 13, 2023 
Dave Loncaric

4 Ways to Invest The Extra Cash In Your Corporation

A common problem clients come to us with is not knowing what to do with the extra cash sitting in their corporation.  Although having extra cash built up inside your...
Blog thumbnail with financial advisor head shot - how capital gains work for business owners
November 28, 2022 
Dave Loncaric

How Capital Gains Work for Business Owners

What Are Capital Gains? Capital gains are the profits you make from selling capital property such as real estate, stocks, business assets, units of a mutual fund, or land.  You...
Blog thumbnail - financial advisor headshot: how to start retirement planning
October 31, 2022 
Dave Loncaric

How to Start Retirement Planning

How can you determine how much you need for your retirement? The answer depends. There’s no one size fits all with retirement planning because everyone’s vision for the future is...
Blog thumbnail with advisor headshot - how to properly incorporate a business from day 1
October 3, 2022 
Dave Loncaric

How to Properly Incorporate a Business From Day One

We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes...
advisor headshot for blog thumbnail - 3 ways to save tax on passive income in Canada
September 6, 2022 
Dave Loncaric

3 Ways to Save on Passive Income Tax in Canada 

Passive income is a smart way to build wealth without overworking yourself. But you won’t get the full benefit of a steady stream of passive income if you’re giving too...