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.
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
Too many business owners are not properly using their corporations to invest and save tax. The good news is, it’s
5 September 2023
Salary vs. Dividends: How to Pay Yourself
Which is suitable for you—salary or dividends? Being incorporated offers countless tax-saving benefits. One of which is the flexibility to
12 June 2023
How Business Owners Can Pay Less Tax in Canada
Stop throwing your hard-earned money away on taxes. Here are five tips to help reduce your corporate tax bill and
30 March 2023
The Passive Income Tax Rule Explained: How to Invest & Save Tax
Are you aware of how Canada’s passive income tax rule affects you as a business owner? Many business owners are
16 March 2023
