Blog

Are you aware of how Canada’s passive income tax rule affects you as a business owner?  Many business owners are unclear about the confusing nature of the passive income tax...

Since financial advice in Canada has traditionally been free, you may not be familiar with paying for a financial planner.  The problem with free advice is that it’s given in...

A common problem clients come to us with is not knowing what to do with the extra cash sitting in their corporation.  Although having extra cash built up inside your...

Whether the past year has been everything you’ve dreamed of or a struggle to reach your goals, it’s important to reflect on your experiences.  Taking the time to sort and...

What Are Capital Gains? Capital gains are the profits you make from selling capital property such as real estate, stocks, business assets, units of a mutual fund, or land.  You...

Were you taught that debt is bad and that you should pay it off as soon as possible?  While being debt free feels liberating and powerful, you need to be...

How can you determine how much you need for your retirement? The answer depends. There’s no one size fits all with retirement planning because everyone’s vision for the future is...

If you want a financial plan that will transform your lifestyle and get you closer to achieving those big audacious goals, you need to start with the right mindset. Growth-minded...

We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes...