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...
Blog thumbnail on how to survive a recession in 2023. financial advisor sitting at chair on the computer while smiling.
April 17, 2023 
Jacky Ip

How to Survive a Recession in 2023

Recessions are scary, but what happens during a recession, and how can you prepare your business and yourself? Here are actions you can take to survive a recession and, more...
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...
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...
Advisor headshot for Blog Thumbnail: How Reflecting on the Past Brings a Better Future
December 12, 2022 
Jacky Ip

How Reflecting on the Past Brings a Better Future

Whether the past year has been everything you’ve dreamed of or a struggle to reach your goals, it’s important to reflect on your experiences.  Taking the time to sort and...