Blog thumbnail with advisor head shot - the passive income tax rule explained
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...
Advisor headshot for Blog Thumbnail: 4 ways to invest the extra cash in your corporation. a blog to solve your problem of having excess cash in and investing it to turn it into a profit
January 13, 2023 
Dave Loncaric

4 Ways to Invest The Extra Cash In Your Corporation

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...
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...
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...
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...