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…
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.…
How to Maximize the Lifetime Capital Gains Exemption in CanadaApril 24, 2024The Lifetime Capital Gains Exemption (LCGE) can be one of the most valuable tools to help reduce tax bills for…
Shareholder Loans: What it is and How Does it Work?February 29, 2024Whether you’re the sole business owner or a shareholder in an incorporated partnership, understanding shareholder loans is essential to maximizing…
What is a Family Trust and How Does it Benefit Business Owners?February 2, 2024Setting up a family trust as part of your corporate structure can provide benefits, including asset protection, succession and estate…
What are the Most Effective Ways to Manage Debt?January 3, 2024There is traditionally a negative view around debt, but there are many long-term benefits when you use and structure your…
How to Invest Inside Your Holding CompanyNovember 23, 2023You have cash built up inside your holding company, and you’re ready to invest it and make that money work…
How to Best Use a Mortgage and Home Equity Line of CreditNovember 6, 2023Mortgages and home equity lines of credit (HELOC) are great financial tools that make owning a home easier, but are…
Should My Spouse be a Shareholder of My Company?October 23, 2023You likely already share a home with your spouse, but should you share your business and make your spouse a…
CEBA Repayment: Repaying Your CEBA with the Forgiveness ProgramSeptember 20, 2023The Canada Emergency Business Account (CEBA) was a program to help small businesses pay for expenses and survive uncertain times,…