This guide breaks down what a holding company does, when it makes sense, and when it’s unnecessary, so you can make the right decision for your situation
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Lifetime Capital Gains Exemption: What It Is & Why Most Business Owners Leave Money on the Table
Most business owners don’t realize they could save hundreds of thousands in tax when they sell their company. Learn how the Lifetime Capital Gains Exemption works, who qualifies, and what can disqualify you.
The Most Expensive Mistake Business Owners Make
Most business owners aren’t losing money because of bad advice. They’re losing it because their advice isn’t connected. When your accountant and financial planner aren’t aligned, even good decisions can create costly gaps. Here’s where it breaks down and how to fix it.
The Financial Decisions That Matter Most (And When to Make Them)
Most financial decisions don’t feel urgent until it’s too late. Here’s what matters most, when to act, and how to avoid costly mistakes.
Where Should Your Money Go After You Make It?
Not sure what to do with extra money in your business? Here’s a simple way to decide where it should go and how to use it more intentionally.
How to Know If Your Financial Plan Is Actually Working
Can you explain your financial plan in two minutes? Here’s a simple way to tell whether your plan is clear, connected, and actually working.
When a Holding Company Actually Makes Sense in Canada
A holding company can be a powerful tool for business owners, but it’s not always the right move. Here’s how to know when it actually makes sense.
How Dividends Are Taxed: What Business Owners Need to Know
Dividends can feel simple until you realize how they’re taxed. Here’s how dividend tax works in Canada, and what business owners need to watch for.
What Is a Shareholder Loan (And When Should You Use One?)
Learn what a shareholder loan is, when to use it, and how to take money out of your business without creating unnecessary tax problems.