Financial advisor sitting down and smiling while holding a folder. A blog about ways to invest and save tax using your corporation
September 5, 2023 
Dave Loncaric

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 never too late to start. If you want to get...
Blog thumbnail on the ways to access the cash value in your insurance policy. cash value insurance. financial advisor sitting at chair on the computer while smiling.
August 2, 2023 
Jacky Ip

How to Access Your Life Insurance Policy Cash Value

Life insurance can be one of the most powerful tools to have in your financial plan. Aside from providing financial security for your loved ones when you pass away, you...
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 - corporate-owned life insurance: the benefits for business owners
June 6, 2022 
Dave Loncaric

Corporate-Owned Life Insurance: The Benefits for Business Owners

Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when you’re alive. As a business owner, your life insurance can...
Effective Insurance Strategy For Business Owners
May 31, 2021 
Jay Gangnes

Effective Insurance Strategy For Business Owners

We cover important questions and considerations that go into crafting an effective insurance strategy for business owners.
Advisor headshot - life insurance for business owners: why it's time to revisit your policy
February 8, 2021 
Jacky Ip

Life Insurance for Business Owners: Why It’s Time to Revisit Your Policy

Chances are, you are already aware of the importance of life insurance for business owners at this point. You probably purchased a policy when you started your business, hoping it...
Ocean 6 Blog Thumbnail
November 23, 2020 
Dave Loncaric

Why Life Insurance Is The Most Efficient Financial Planning Tool

Life insurance is so often misunderstood. We meet clients who love life insurance and ones who don’t want to talk about it at all. But there’s a reason why people...
Ocean 6 Blog Thumbnail
October 13, 2020 
Jacky Ip

How To Use Life Insurance For Retirement

One of the biggest advantages of owning your own company is the ability to deduct business expenses so you are paying those expenses with pre-tax dollars. But what many entrepreneurs...
Ocean 6 Blog Thumbnail
August 11, 2020 
Jacky Ip

How To Calculate How Much Life Insurance You Need

Do you ever wonder if you have enough life insurance or if you’re properly covered? If so, you’re not alone. One of the most common questions we are asked by...