Life Insurance for Business Owners: Why It’s Time to Revisit Your PolicyFebruary 8, 2021Chances are, you are already aware of the importance of life insurance for business owners at this point. You probably…
What is Passive Income Tax and Are You Paying Too Much?February 2, 2021In 2019, Canada’s revised corporate passive income tax rules were implemented. Since then, business owners have been finding themselves increasingly…
Why Business Owners Should Not Use RSPs for RetirementJanuary 27, 2021Retirement Savings Plans (RSPs) are designed to defer taxes to a later date. But who is to say you’ll be making…
The People You Need on Your Financial TeamDecember 17, 2020If you’re a successful business owner with a growing business, you need key people in your life to make sure…
When To Hire a Financial PlannerNovember 27, 2020If you were to ask me ‘when is the best time to hire a financial planner?’ the question I’d ask…
Why Life Insurance Is The Most Efficient Financial Planning ToolNovember 23, 2020Life insurance is so often misunderstood. We meet clients who love life insurance and ones who don’t want to talk…
Stop Giving Half Of Your Retirement Savings to CRANovember 17, 2020Traditionally Retirement Savings Plans (RSPs) were the number one tool for Canadians to build their retirement funds. But if you’re…
Take Advantage of Your Corporate StructureNovember 9, 2020We often come across business owners, incorporated professionals and entrepreneurs who decide to get incorporated but don’t take full advantage…
How to Know If You’re Getting The Right Financial AdviceNovember 5, 2020Whether they’re an accountant, investment advisor, insurance specialist or financial planner, anyone in Canada can offer financial advice. But how…