by Aasad | Feb 16, 2026 | Blog
Maximizing the Use of Your Retained Earnings to Grow Net Worth, Create Cash Flow and Preserve Estate Value Most Canadian business owners I meet aren’t trying to “beat the tax system.” They’re simply trying to stop being punished for doing everything right — building a...
by Aasad | Feb 9, 2026 | Blog
Look, if you’ve Googled “how much money do I need to retire?” at 2am, you’ve definitely stumbled across the 4% rule. It’s the retirement planning equivalent of “drink 8 glasses of water a day” – everyone knows it, most people...
by Aasad | Feb 2, 2026 | Blog
One of the most interesting things we’ve noticed over the years is that the most successful business owners and professionals we work with are not afraid of complexity. They’ve built companies. They’ve managed teams. They make big decisions every single day. But...
by admin | Dec 19, 2025 | Blog
A Complete Guide for Incorporated Business Owners Most incorporated business owners in Canada believe they’ve cracked the code on tax efficiency. They pay themselves in dividends, avoid CPP contributions, simplify payroll, and reduce their personal tax bill. It feels...
by Jon Orr | Nov 14, 2025 | Blog, Success Stories
Client Story: David Carter, Partner at a National Health Advisory Firm When David Carter first connected with us, he wasn’t looking for a new investment or insurance product — he was searching for clarity.After years of success in his health consulting firm, he had...
by Jon Orr | Sep 29, 2025 | Blog, Success Stories
Summary Mark, an Ontario entrepreneur, built a thriving business generating ~$750K net income annually. His holding company retained $300K–$400K per year, sitting mostly in cash and money market funds. He wanted to avoid tax erosion, maintain liquidity, and prepare...
