Product-Driven Vs. Fee-Based Financial Planning
One of the things that we’ve recognized in the financial planning industry over the years is that it has been…
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Posts by Taylor Lawrence
Understanding the Government of Canada COVID-19 Package
Created: 20 March, Edited: 31 April The Government of Canada has implemented new measures to help employees and business owners…
When is a good time to leverage?
Often clients approach us wanting to leverage – a process that involves borrowing funds to invest in the market. When…
Purchasing Insurance Through Your Corporation
One of the things we help entrepreneurs with when looking at their financial plans is how they can effectively structure…
Debt Restructuring – Is It Right For You?
One of the most common topics we’re asked about from business owners, incorporated professionals, and entrepreneurs is debt restructuring. More…
Why You Should Keep Your Money In Your Corporation
One of the things we see a lot when working with successful business owners, incorporated professionals, and entrepreneurs is that…
Cash Flow Management For Business Owners
One of the things we’ve noticed among business owners, incorporated professionals, and entrepreneurs is that they often don’t know where…
We Transitioned To A Client-Focused Financial Planning Model
We’re extremely excited to announce that we have completed a full transition to our Ocean 6 brand. Along with this…