Plain-English wealth thinking.
Financial Planning Insights for Incorporated Business Owners
No fluff. No sales. Just the strategies that move the needle for high-income Canadians.
Topic Hubs
Pick a topic. Go deep.
Each hub is a structured library of articles, FAQs and tools, designed for the questions our clients actually ask.
Tax-Efficient Compensation
Salary vs. dividend, bonus timing, capital dividend account, and the math behind paying yourself well.
Corporate Structure & Holding Cos
Why holding companies exist, when they’re worth the cost, and how they fit into a long-term wealth plan.
Insurance as a Planning Tool
Why corporate-owned life insurance, when permanent vs term makes sense, and the structural moves nobody tells you about.
Retirement Income Strategy
How to design a withdrawal plan that survives 30 years of markets, taxes and life events.
Exit, Succession & Sale
What the 3–5 years before a business sale should look like, and the moves that change the after-tax number.
Intergenerational Wealth
Trusts, family meetings, estate freezes and the work of moving wealth, and values, to the next generation.
Latest from the blog
Latest articles.
Holding Company in Canada: Is It Worth Setting One Up?
Adding a holding company to the corporate structure is a popular strategy for large businesses, but smaller businesses and entrepreneurs
2 May 2025
How to Set Up Your Corporation for Success
Setting up a corporation for your business offers some of the most lucrative financial planning benefits and opportunities. When setting
16 August 2024
Investing Corporately vs. Personally: The Winning Strategy For You
Should you invest your money personally or inside your corporation? Let’s dive into the key differences between investing personally vs.
7 June 2024
Shareholder Loans: What it is and How Does it Work?
Whether you’re the sole business owner or a shareholder in an incorporated partnership, understanding shareholder loans is essential to maximizing
29 February 2024
What is a Family Trust and How Does it Benefit Business Owners?
Setting up a family trust as part of your corporate structure can provide benefits, including asset protection, succession and estate
2 February 2024
