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.
Financial Advisor in Vancouver: What to Look For If You Own a Business
25 July 2026
How Are Dividends Taxed in Canada? A Business Owner’s Guide
23 July 2026
Holding Company in Canada: Is It Worth Setting One Up?
A holding company (HoldCo) in Canada is an ordinary corporation used mainly to own shares in another company or to
2 May 2025
How to Set Up Your Corporation for Success
A Canadian corporate structure may use one operating company on its own, a holding company above or alongside it, and
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
