by Aasad | May 29, 2026 | Blog
If you’ve spent any time reading financial blogs, watching YouTube, or sitting across from an advisor, you’ve heard some version of the most quoted line in all of retirement planning: “Build a portfolio worth 25 times your annual spending, withdraw...
by Aasad | May 22, 2026 | Blog
How an Ontario Business Owner’s Retained Earnings Strategy Finally Changed Ryan spent nearly 28 years building his career in the electrical contracting industry in Ontario. He started as an employee, earned his place in management, and eventually negotiated into...
by Aasad | May 17, 2026 | Blog
Most Canadians spend years searching for the perfect portfolio. Almost none of them spend time understanding the person who has to live with it. Here’s something that rarely gets talked about in Canadian wealth planning circles. Two investors. Same portfolio....
by Aasad | May 6, 2026 | Blog
What Most People Don’t Realize Before Taking the LLQP A prospective client emailed me recently. After thanking me for our many conversations and all of the learning that he had gained by working with the Canadian Wealth Secrets Team, he still went back to his...
by Aasad | Apr 26, 2026 | Blog
When Should Canadian Business Owners Move Beyond RRSPs? Over the past few years, I’ve noticed a shift in the conversations I’m having with Canadian incorporated business owners. Early on, the focus is almost always on growth. How do I reinvest back into...
