business owner

Financial Planning for Business Owners: 6 Ways to Use Your Corporation to Get Ahead

August 8, 2022

Financial planning for business owners involves making the most of the unique benefits that come with owning a corporation. Owning…

Should You Own Rental Property in Your Holding Company?

July 18, 2022

Owning real estate is on the mind of many business owners. A question that comes up regularly is, “should I…

Diving into the First Blueprint Meeting: A Cash Flow Plan

July 4, 2022

As a successful business owner, having a personalized cash flow plan allows you to spend money on things that bring…

The Capital Dividend Account Explained for Canadian Business Owners

June 20, 2022

The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are…

Corporate-Owned Life Insurance: The Benefits for Business Owners

June 6, 2022

Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when…

Choosing the Right Financial Advisor for You

May 24, 2022

The financial industry in Canada is confusing. It’s challenging to find the right financial advisor and with so much information…

How to Manage Finances in Your Relationship

May 9, 2022

Is money something you avoid talking about in your relationship? Open and honest communication is an essential part of every…

4 Benefits of Incorporating a Business

April 25, 2022

Incorporating your business opens up many options for innovative financial planning that are otherwise not available if you were a…

3 Things You Wish You Knew About Wills and Estate Plans

April 11, 2022

Misconceptions about wills and estate plans are common and can be the reason Canadians often hold back from having one…

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