Advisor headshot - the capital dividend account explained for Canadian business owners
June 20, 2022 
Jay Gangnes

The Capital Dividend Account Explained for Canadian Business Owners

The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it.  This secret notional account could save you millions...
Advisor headshot for how to manage finances in your relationship
May 9, 2022 
Jay Gangnes

How to Manage Finances in Your Relationship

Is money something you avoid talking about in your relationship? Open and honest communication is an essential part of every relationship, especially when managing finances in your relationship.  Money is...
Advisor headshot - tfsa for business owners: why you shouldn't use a TFSA
March 28, 2022 
Jay Gangnes

Why Business Owners Should Not Use a TFSA

Too many successful business owners are pulling money out of their corporation to invest in a Tax-Free Savings Account (TFSA). A TFSA provides the opportunity to grow your money tax-free....
Advisor headshot how to deal with a market correction
March 1, 2022 
Jay Gangnes

How to Deal With a Market Correction

If you’ve been following recent headlines, you’re likely aware that markets are experiencing a significant correction. Corrections happen when the market sees a decline of 10% or greater. While there...
Financial advisor headshot - 5 financial mistakes business owners make
February 28, 2022 
Jay Gangnes

5 Financial Mistakes Business Owners Make

Too many business owners are making financial mistakes that are easy to fix. These common mistakes end up costing them thousands of dollars in the long run when they could’ve...
Your Guide to Tax Planning
January 17, 2022 
Jay Gangnes

Your Guide to Tax Planning

There is a lot of room for improvement for business owners when it comes to being more tax efficient. In this post, we’ll be covering several important tax planning topics...
How to Start Retirement Planning: Everything You Need to Know
January 3, 2022 
Jay Gangnes

How to Start Retirement Planning: Everything You Need to Know

Even if it’s decades away, there’s no better time than now to start planning for your retirement. Perhaps you already know it’s important to take control of your future in...
12 Investment Planning FAQs Every Business Owner Needs to Read
November 22, 2021 
Jay Gangnes

12 Investment Planning FAQs Every Business Owner Needs to Read

We hear from many business owners and entrepreneurs that they’re so caught up in the day-to-day operations of their business that things like investment planning fall by the wayside. They...
What is Financial Planning?
October 21, 2021 
Jay Gangnes

What is Financial Planning?

Financial planning is something you might hear about a lot. But, unless you know someone who works in the industry or has benefited from personalized financial planning themselves, you might...