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.
Latest from the blog
Latest articles.
Incorporated Professional in Canada: What Doctors, Lawyers, and Consultants Need to Know
19 August 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
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
How to Invest Inside Your Holding Company
You have cash built up inside your holding company, and you’re ready to invest it and make that money work
23 November 2023
Topic Hubs
Browse by topic.
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.
Financial Planning
Why plans built for a paycheque fail an owner, how planners get paid, and what to look for in one.
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.