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 - the passive income tax rule explained. financial advisor sitting on a chair and holding a folder, smiling.
March 16, 2023 
Dave Loncaric

The Passive Income Tax Rule Explained: How to Invest & Save Tax

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...
Blog thumbnail with advisor head shot - why free financial advice can cost you more money
January 30, 2023 
Jacky Ip

Why Free Financial Advice Can Cost You More Money

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...