Blog thumbnail with financial advisor head shot - how capital gains work for business owners
November 28, 2022 
Dave Loncaric

How Capital Gains Work for Business Owners

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...
Blog Thumbnail with advisor headshot - Why It Isn't Always Best to Pay Off Your Debt Fast
November 14, 2022 
Jacky Ip

Why It Isn’t Always Best to Pay Off Your Debt Fast

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...
Blog thumbnail - financial advisor headshot: how to start retirement planning
October 31, 2022 
Dave Loncaric

How to Start Retirement Planning

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...
Advisor headshot - how to use debt to your advantage
August 22, 2022 
Jacky Ip

How to Use Debt to Your Advantage

A proper financial plan will address every aspect of your financial picture, but something that is often not properly addressed is personal debt. If you’re not using debt to your...
Advisor headshot - financial planning for business owners: 6 ways to use your corporation to get ahead
August 8, 2022 
Dave Loncaric

Financial Planning for Business Owners: 6 Ways to Use Your Corporation to Get Ahead

Financial planning for business owners involves making the most of the unique benefits that come with owning a corporation.  Owning a business opens up more opportunities to grow your wealth,...
Financial advisor head shot - should you own rental property in your holding company?
July 18, 2022 
Dave Loncaric

Should You Own Rental Property in Your Holding Company?

Owning real estate is on the mind of many business owners. A question that comes up regularly is, “should I own my rental property inside my holding company instead of...
Blog thumbnail advisor head shot diving into the first blueprint meeting a cash flow plan
July 4, 2022 
Jacky Ip

Diving into the First Blueprint Meeting: A Cash Flow Plan

As a successful business owner, having a personalized cash flow plan allows you to spend money on things that bring you joy freely. There won’t be any guilt about spending...
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...
The Best Way to Spend Money Without Feeling Guilty
January 31, 2022 
Jacky Ip

The Best Way to Spend Money Without Feeling Guilty

Almost every client we work with circles back to the same question: “How can I spend money without feeling guilty about it?” We know how hard you work for your...