What Do You Get When You Pay Financial Advisor Fees?
July 12, 2021 
Dave Loncaric

What Do You Get When You Pay Financial Advisor Fees?

We discuss how to determine the value in paying advisor fees and investment fees and making sure you are getting what you pay for.
Cash Flow Management Tips Business Owners Can't Afford to Miss
June 28, 2021 
Jay Gangnes

Cash Flow Management Tips Business Owners Can’t Afford to Miss

Something we’ve noticed among business owners, incorporated professionals, and entrepreneurs is they can never be sure exactly where the money they earn is going. But just because this is a...
How to Talk to Your Spouse About Your Financial Future
June 14, 2021 
Jacky Ip

How to Talk to Your Spouse About Your Financial Future

Whenever I get to work with a couple, there tends to be one person who knows more about the family’s finances than the other. Often, one spouse is eager to...
Effective Insurance Strategy For Business Owners
May 31, 2021 
Jay Gangnes

Effective Insurance Strategy For Business Owners

We cover important questions and considerations that go into crafting an effective insurance strategy for business owners.
How Business Owners Can Reduce Interest on their Mortgage
May 10, 2021 
Dave Loncaric

How Business Owners Can Reduce Interest on their Mortgage

We share a helpful strategy for business owners to reduce interest on mortgage payments along with their overall cost of borrowing.
Cash Flow Plan
April 26, 2021 
Jacky Ip

Why You Should Scrap Your Budget For An Effective Cash Flow Plan

You can be forgiven for seeing a cash flow plan and a budget as one and the same. Many business owners do. But in our experience, an effective cash flow...
When Can You Have Financial Freedom as a Business Owner?
April 19, 2021 
Jay Gangnes

When Can You Have Financial Freedom as a Business Owner?

We discuss what financial freedom means for business owners and what they need to consider when making a plan to achieve it.
How To Qualify For a Mortgage As A Business Owner
April 12, 2021 
Dave Loncaric

Paying Yourself a Salary to Qualify for a Mortgage? Why You Should Stick to Dividends

Hey, business owners: Do you pay yourself a higher salary than you need simply to qualify for a mortgage? A common misconception is you need to pay yourself a higher...
Ocean 6 Blog Thumbnail
April 6, 2021 
Jacky Ip

Defining Your Financial Goals Beyond “Make More Money”

Are you making money for the sake of making more money? A lot of our clients started their business because they wanted financial freedom. They didn’t want to work for...