What a financial advisor actually does for business owners in Canada. Learn how advice, tax strategy, and planning should work together.
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Posts by Dave Loncaric
Financial Planning for Entrepreneurs: When Your Income Isn’t Consistent
Most financial advice doesn’t work for entrepreneurs with inconsistent income. Here’s how to create stability, manage cash flow, and make smarter financial decisions, no matter how unpredictable your revenue feels.
Financial Advisor Vancouver: What to Look for If You Own a Business
Vancouver has no shortage of financial advisors. But if you own a business, most won’t cover what actually matters: your pay, taxes, retained earnings, and exit plan. Here’s how to find one who will.
Holding Companies in Canada: What They Are and Whether You Actually Need One
This guide breaks down what a holding company does, when it makes sense, and when it’s unnecessary, so you can make the right decision for your situation
Lifetime Capital Gains Exemption: What It Is & Why Most Business Owners Leave Money on the Table
Most business owners don’t realize they could save hundreds of thousands in tax when they sell their company. Learn how the Lifetime Capital Gains Exemption works, who qualifies, and what can disqualify you.
The Financial Decisions That Matter Most (And When to Make Them)
Most financial decisions don’t feel urgent until it’s too late. Here’s what matters most, when to act, and how to avoid costly mistakes.
When a Holding Company Actually Makes Sense in Canada
A holding company can be a powerful tool for business owners, but it’s not always the right move. Here’s how to know when it actually makes sense.
How Dividends Are Taxed: What Business Owners Need to Know
Dividends can feel simple until you realize how they’re taxed. Here’s how dividend tax works in Canada, and what business owners need to watch for.
The Hidden Benefits of Corporate-Owned Life Insurance
Most business owners think of life insurance as protection. But when owned inside a corporation, it can also become a strategic planning tool, helping preserve more of the wealth you’ve worked so hard to build.