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.
The Financial Decisions That Matter Most for Business Owners (And When to Make Them)
25 August 2026
How Are Dividends Taxed in Canada? A Business Owner’s Guide
23 July 2026
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
How to Invest and Save Tax Using Your Corporation
Many business owners are not fully using their corporations to invest and manage tax. The good news is that it
5 September 2023
Salary vs. Dividends: How to Pay Yourself
Which is right for you, salary or dividends? Being incorporated gives you flexibility in how you pay yourself, and that
12 June 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.