Guiding You On Your Wealth Building Journey

Tune in every Wednesday to uncover strategies that protect your profits from income taxes, safely compound your wealth, and turn high corporate earnings into a lasting legacy.

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Recent Podcast Episodes

Episode 288: Sitting on $650,000 of Corporate Cash? The Hidden Cost of Feeling Safe

Retirement planning for business owners: a case study on whether retained earnings are enough, and how GICs, TFSA room and RRSP withdrawals affect your tax.

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Episode 287: DIY vs. Managed Investing: What Smart High Net Worth Canadian Business Owners Do

DIY investing vs managed investing in Canada: learn why idle cash may cost more than advisor fees, and how risk-adjusted return and behaviour shape your choice.

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Episode 286: You Have $250,000 of Profit. Here’s How To Pay Yourself In A Tax Efficient Way

Not sure how to pay yourself from your corporation? Learn the four ways to pay yourself, from salary vs dividends in Canada to the capital dividend account, plus how CPP and RRSP room shape your tax strategy.

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Episode 285: I Have $1M in My Corporation and Still Don’t Know What to Do With It

Stop leaving corporate cash idle. Learn how a smart corporate cash management and financial planning approach helps business owners build a tax strategy, invest with confidence, and move toward financial freedom.

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Episode 284: Why $3 Million in Retained Earnings Can Cost You Your Low Corporate Tax Rate

Does corporate passive income put your small business deduction at risk? Learn how the $50,000 passive income limit, RDTOH, and corporate investment tax affect incorporated Canadian business owners.

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Episode 283: Is a Zero Dollar in Tax Bill Actually Realistic?

Explore tax strategies, wealth management, and investment strategies through the lens of Elon Musk, business growth, the Canadian tax system, leverage investing, tax planning, and smarter wealth optimization.

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Integrate The Wealth Planning System into your corporation,  turning corporate retained earnings into tax-free personal wealth through a custom, fully optimized asset framework.

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