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 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...
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 holding company in canada
March 14, 2022 
Dave Loncaric

Holding Company in Canada: Is It Worth Setting One Up?

Adding a holding company to the corporate structure is a popular strategy for large businesses, but smaller businesses and entrepreneurs can also benefit from having a holding company. Let’s take...
Your Guide to Tax Planning
January 17, 2022 
Jay Gangnes

Your Guide to Tax Planning

There is a lot of room for improvement for business owners when it comes to being more tax efficient. In this post, we’ll be covering several important tax planning topics...
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...
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
February 2, 2021 
Dave Loncaric

What is Passive Income Tax and Are You Paying Too Much?

In 2019, Canada’s revised corporate passive income tax rules were implemented. Since then, business owners have been finding themselves increasingly frustrated with the confusing and convoluted nature of these rules....
Ocean 6 Blog Thumbnail
November 17, 2020 
Jacky Ip

Stop Giving Half Of Your Retirement Savings to CRA

Traditionally Retirement Savings Plans (RSPs) were the number one tool for Canadians to build their retirement funds. But if you’re a successful business owner, the chances are that you’ll never...