Blog thumbnail on CEBA repayment options for business owners. Financial advisor sitting at chair on the computer while smiling.
September 20, 2023 
Jacky Ip

CEBA Repayment: Repaying Your CEBA with the Forgiveness Program

The Canada Emergency Business Account (CEBA) was a program to help small businesses pay for expenses and survive uncertain times, but what shouldn’t remain uncertain are the repayment options. When...
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 with financial advisor holding a folder and sharing information with a woman sitting across from him. Investing 101 for business owners blog thumbnail for a blog on 7 timeless financial principles from the richest man in babylon
August 16, 2023 
Jay Gangnes

7 Timeless Financial Principles From The Richest Man in Babylon

One consistent challenge business owners have is feeling like they should be further ahead.  Often, that feeling comes from money being allocated to the wrong areas in their life. The...
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...
Blog thumbnail with financial advisor holding a folder and sharing information with a woman sitting across from him. Investing 101 for business owners blog thumbnail for a blog on the ultimate to investing for business owners
June 29, 2023 
Jay Gangnes

The Ultimate Guide to Investing as a Business Owner

Your business is running smoothly, and you have money to invest, but where do you start? Let’s get into how you can take control of your wealth and make your...
Financial advisor sitting down and smiling while holding a folder. A blog about How To Pay Yourself If You’re Incorporated = salary vs. dividends
June 12, 2023 
Dave Loncaric

Salary vs. Dividends: How to Pay Yourself

Which is suitable for you—salary or dividends?  Being incorporated offers countless tax-saving benefits. One of which is the flexibility to decide how you want to pay yourself.  You can take...
Blog thumbnail on how to financially prepare for a baby. financial advisor sitting at chair on the computer while smiling.
May 24, 2023 
Jacky Ip

How to Financially Prepare for a Baby in Canada

Stepping into parenthood is a joyful experience, but things can also get scary if you don’t feel financially prepared for a baby. From daycare, diapers, college funds, and writing a...
Blog thumbnail with financial advisor holding a folder and sharing information with a woman sitting across from him. How to manage your expenses during high inflation
May 12, 2023 
Jay Gangnes

How to Manage Your Expenses During Inflation

Are the effects of inflation slowly creeping up on you? Perhaps your grocery bills are up $300 a month, and your trip to Hawaii was almost double the cost of...
blog thumbnail with financial advisor sitting on a chair and holding a folder, smiling. The Difference Between an Operating Company, Holding Company, and Family Trust
May 3, 2023 
Dave Loncaric

The Difference Between an Operating Company, Holding Company, and Family Trust

As a business owner, you can structure your business using an operating company, holding company, and family trust. However, many are unaware of each entity’s different roles and how they...