Blog thumbnail with advisor headshot - why holistic financial planning works best with growth-minded entrepreneurs
October 17, 2022 
Jacky Ip

Why Holistic Financial Planning Works Best With Growth-Minded Entrepreneurs

If you want a financial plan that will transform your lifestyle and get you closer to achieving those big audacious goals, you need to start with the right mindset. Growth-minded...
Blog thumbnail with advisor headshot - how to properly incorporate a business from day 1
October 3, 2022 
Dave Loncaric

How to Properly Incorporate a Business From Day One

We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes...
Blog thumbnail advisor headshot - why you need a financial planner as a business owner
September 19, 2022 
Jacky Ip

Why You Need a Financial Planner as a Business Owner

Financial planning is beneficial for everyone, but for business owners, the benefits grow drastically. Since your financial situation is much more complex, you can’t find the answers to your questions...
Advisor headshot - financial planning for business owners: 6 ways to use your corporation to get ahead
August 8, 2022 
Dave Loncaric

Financial Planning for Business Owners: 6 Ways to Use Your Corporation to Get Ahead

Financial planning for business owners involves making the most of the unique benefits that come with owning a corporation.  Owning a business opens up more opportunities to grow your wealth,...
Financial advisor head shot - should you own rental property in your holding company?
July 18, 2022 
Dave Loncaric

Should You Own Rental Property in Your Holding Company?

Owning real estate is on the mind of many business owners. A question that comes up regularly is, “should I own my rental property inside my holding company instead of...
Blog thumbnail advisor head shot diving into the first blueprint meeting a cash flow plan
July 4, 2022 
Jacky Ip

Diving into the First Blueprint Meeting: A Cash Flow Plan

As a successful business owner, having a personalized cash flow plan allows you to spend money on things that bring you joy freely. There won’t be any guilt about spending...
Advisor headshot - the capital dividend account explained for Canadian business owners
June 20, 2022 
Jay Gangnes

The Capital Dividend Account Explained for Canadian Business Owners

The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it.  This secret notional account could save you millions...
Advisor headshot thumbnail - choosing the right financial advisor for you
May 24, 2022 
Jacky Ip

Choosing the Right Financial Advisor for You

The financial industry in Canada is confusing. It’s challenging to find the right financial advisor and with so much information and access to technology, the options are endless. In this...
Advisor headshot for how to manage finances in your relationship
May 9, 2022 
Jay Gangnes

How to Manage Finances in Your Relationship

Is money something you avoid talking about in your relationship? Open and honest communication is an essential part of every relationship, especially when managing finances in your relationship.  Money is...