Blog

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...

Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when you’re alive. As a business owner, your life insurance can...

The financial industry in Canada is confusing. It’s challenging to find the right financial advisor and with so much information and access to technology, the options are endless. In this...

Is money something you avoid talking about in your relationship? Open and honest communication is an essential part of every relationship, especially when managing finances in your relationship.  Money is...

Incorporating your business opens up many options for innovative financial planning that are otherwise not available if you were a sole proprietor, someone who is self-employed and not incorporated. A...

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....

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...

Even if it’s decades away, there’s no better time than now to start planning for your retirement. Perhaps you already know it’s important to take control of your future in...

Why hire a financial planner? At first thought, your answer might be “to help me plan my finances.”. While that’s certainly an important part of what a financial planner can...