Blog thumbnail with advisor head shot - the passive income tax rule explained
March 16, 2023 
Dave Loncaric

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 unclear about the confusing nature of the passive income tax...
Advisor headshot for Blog Thumbnail: 4 ways to invest the extra cash in your corporation. a blog to solve your problem of having excess cash in and investing it to turn it into a profit
January 13, 2023 
Dave Loncaric

4 Ways to Invest The Extra Cash In Your Corporation

A common problem clients come to us with is not knowing what to do with the extra cash sitting in their corporation.  Although having extra cash built up inside your...
Blog thumbnail with financial advisor head shot - how capital gains work for business owners
November 28, 2022 
Dave Loncaric

How Capital Gains Work for Business Owners

What Are Capital Gains? Capital gains are the profits you make from selling capital property such as real estate, stocks, business assets, units of a mutual fund, or land.  You...
advisor headshot for blog thumbnail - 3 ways to save tax on passive income in Canada
September 6, 2022 
Dave Loncaric

3 Ways to Save on Passive Income Tax in Canada 

Passive income is a smart way to build wealth without overworking yourself. But you won’t get the full benefit of a steady stream of passive income if you’re giving too...
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...
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 - tfsa for business owners: why you shouldn't use a TFSA
March 28, 2022 
Jay Gangnes

Why Business Owners Should Not Use a TFSA

Too many successful business owners are pulling money out of their corporation to invest in a Tax-Free Savings Account (TFSA). A TFSA provides the opportunity to grow your money tax-free....
Advisor headshot how to deal with a market correction
March 1, 2022 
Jay Gangnes

How to Deal With a Market Correction

If you’ve been following recent headlines, you’re likely aware that markets are experiencing a significant correction. Corrections happen when the market sees a decline of 10% or greater. While there...
Blog thumbnail of financial advisor's head shot - 3 ways to maximize the return on investment property
February 14, 2022 
Jacky Ip

3 Ways to Maximize the Returns on Your Investment Property

Most successful business owners we work with want to have an investment property in their portfolio, especially when Canada’s real estate market is so hot right now.  But without a...