blog thumbnail with financial advisor sitting on a chair and holding a folder, smiling. The Difference Between an Operating Company, Holding Company, and Family Trust
May 3, 2023 
Dave Loncaric

The Difference Between an Operating Company, Holding Company, and Family Trust

As a business owner, you can structure your business using an operating company, holding company, and family trust. However, many are unaware of each entity’s different roles and how they...
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 with financial advisor holding a folder and sharing information with a woman sitting across from him. How business owners can pay less tax in Canada
March 30, 2023 
Jay Gangnes

How Business Owners Can Pay Less Tax in Canada

Stop throwing your hard-earned money away on taxes. Here are five tips to help reduce your corporate tax bill and pay less tax as a business owner in Canada. 5...
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 headshot - how to properly incorporate a business from day 1
October 3, 2022 
Dave Loncaric

How to Properly Incorporate a Business From Day One

We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes...
Your Guide to Tax Planning
January 17, 2022 
Jay Gangnes

Your Guide to Tax Planning

There is a lot of room for improvement for business owners when it comes to being more tax efficient. In this post, we’ll be covering several important tax planning topics...