Episode 243: Emergency Fund vs HELOC: How Much Liquidity Should You Keep?

by Aasad | Mar 3, 2026 | Podcast

Episode 243: Emergency Fund vs HELOC: How Much Liquidity Should You Keep? Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! Are you holding too much cash “just in case” — and missing bigger wealth-building opportunities because...

The Ultimate Guide to Using a High Early Cash Value Participating Whole Life Policy in Canada

by Aasad | Feb 28, 2026 | Blog

If you’re an incorporated Canadian business owner or high-income professional, you’ve probably had this thought at some point: “I’m making more money than ever… so why does it still feel inefficient?” You’ve maxed your TFSA. You’re intentional about your RRSP. Your...

How To Choose Between Universal Life & Whole Life Insurance – How This Canadian Doctor Almost Made a Costly Corporate Tax Error

by Aasad | Feb 28, 2026 | Blog

A lot of incorporated professionals in Canada eventually ask about corporate owned life insurance. Not because they’re thinking about death. Because they’re thinking about tax, retained earnings, and what to actually do with money sitting inside a...

Episode 242: Should You Retire With a Mortgage in Canada? The Truth About Debt, Tax Strategy & Financial Freedom

by Aasad | Feb 25, 2026 | Podcast

Episode 242: Should You Retire With a Mortgage in Canada? The Truth About Debt, Tax Strategy & Financial Freedom Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! Should you actually retire with debt on purpose? For years,...

Episode 241: How To Reduce Tax on RRSPs, Capital Gains, and Corporate Retained Earnings for Financial Planning

by Aasad | Feb 24, 2026 | Podcast

Episode 241: How To Reduce Tax on RRSPs, Capital Gains, and Corporate Retained Earnings for Financial Planning Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! Are you accidentally letting hundreds of thousands of dollars sit...