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...
12 Investment Planning FAQs Every Business Owner Needs to Read
November 22, 2021 
Jay Gangnes

12 Investment Planning FAQs Every Business Owner Needs to Read

We hear from many business owners and entrepreneurs that they’re so caught up in the day-to-day operations of their business that things like investment planning fall by the wayside. They...
5 Ways To Use Your Corporation To Invest And Save Taxes
March 22, 2021 
Dave Loncaric

5 Corporate Investing Strategies to Save Taxes

We all want to save money wherever we can, right? The good news is there are a lot of corporate investing strategies that can save you thousands in taxes. Too...