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.
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
