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...
Advisor headshot - financial planning for business owners: 6 ways to use your corporation to get ahead
August 8, 2022 
Dave Loncaric

Financial Planning for Business Owners: 6 Ways to Use Your Corporation to Get Ahead

Financial planning for business owners involves making the most of the unique benefits that come with owning a corporation.  Owning a business opens up more opportunities to grow your wealth,...
Financial advisor head shot - should you own rental property in your holding company?
July 18, 2022 
Dave Loncaric

Should You Own Rental Property in Your Holding Company?

Owning real estate is on the mind of many business owners. A question that comes up regularly is, “should I own my rental property inside my holding company instead of...
Advisor headshot thumbnail - corporate-owned life insurance: the benefits for business owners
June 6, 2022 
Dave Loncaric

Corporate-Owned Life Insurance: The Benefits for Business Owners

Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when you’re alive. As a business owner, your life insurance can...
Advisor headshot - 4 benefits of incorporating a business
April 25, 2022 
Dave Loncaric

4 Benefits of Incorporating a Business

Incorporating your business opens up many options for innovative financial planning that are otherwise not available if you were a sole proprietor, someone who is self-employed and not incorporated. A...
Advisor headshot holding company in canada
March 14, 2022 
Dave Loncaric

Holding Company in Canada: Is It Worth Setting One Up?

Adding a holding company to the corporate structure is a popular strategy for large businesses, but smaller businesses and entrepreneurs can also benefit from having a holding company. Let’s take...