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...
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 - 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...