Holding Company in Canada: Is It Worth Setting One Up?May 2, 2025Adding a holding company to the corporate structure is a popular strategy for large businesses, but smaller businesses and entrepreneurs…
Investment Fees: What You’re Paying and What You GetFebruary 20, 2025Price is what you pay, and value is what you get. Are you getting the value for the fees you’re…
Dividends: How They’re Earned and Taxed in CanadaNovember 20, 2024Do you know how much of your dividend income you get to keep after taxes in Canada? What is Dividend…
How to Protect Your Legacy with Estate PlanningOctober 4, 2024When you realize the biggest tax bill you will ever pay is at death, you will not want to put…
Grow Your Wealth and Make Your Money Work for YouSeptember 2, 2024Meet Tim Tim, a successful 55-year-old mortgage broker, faced a common problem among business owners: He had accumulated excess cash…
How to Set Up Your Corporation for SuccessAugust 16, 2024Setting up a corporation for your business offers some of the most lucrative financial planning benefits and opportunities. When setting…
How to Use an Immediate Financing Agreement StrategyJuly 19, 2024Are you frustrated by the increasing tax bite on your investment gains? The good news is that you can use…
Investing Corporately vs. Personally: The Winning Strategy For YouJune 7, 2024Should you invest your money personally or inside your corporation? Let’s dive into the key differences between investing personally vs.…
Retire Early to the Life of Your DreamsMay 6, 2024Meet Paul Paul is a successful 45-year-old business owner who runs a marketing agency. He hoped to retire in five…