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...
Advisor headshot thumbnail - corporate-owned life insurance: the benefits for business owners
June 6, 2022 
Dave Loncaric

Corporate-Owned Life Insurance: The Benefits for Business Owners

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...
Advisor headshot thumbnail - choosing the right financial advisor for you
May 24, 2022 
Jacky Ip

Choosing the Right Financial Advisor for You

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...
Advisor headshot for how to manage finances in your relationship
May 9, 2022 
Jay Gangnes

How to Manage Finances in Your Relationship

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...
Advisor headshot - 4 benefits of incorporating a business
April 25, 2022 
Dave Loncaric

4 Benefits of Incorporating a Business

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...
Advisor headshot - 3 things you wish you knew about wills and estate plans
April 11, 2022 
Jacky Ip

3 Things You Wish You Knew About Wills and Estate Plans

Misconceptions about wills and estate plans are common and can be the reason Canadians often hold back from having one in place. In this blog, we will clear up these...
Advisor headshot - tfsa for business owners: why you shouldn't use a TFSA
March 28, 2022 
Jay Gangnes

Why Business Owners Should Not Use a TFSA

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....
Advisor headshot holding company in canada
March 14, 2022 
Dave Loncaric

Holding Company in Canada: Is It Worth Setting One Up?

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...
Advisor headshot how to deal with a market correction
March 1, 2022 
Jay Gangnes

How to Deal With a Market Correction

If you’ve been following recent headlines, you’re likely aware that markets are experiencing a significant correction. Corrections happen when the market sees a decline of 10% or greater. While there...