Articles

Building, Protecting, and Growing Your Wealth—One Step at a Time

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The Investment Growth Dilemma Are Your Corporate Savings Working For or Against You?

The Investment Growth Dilemma: Are Your Corporate Savings Working For or Against You? The Investment Growth DilemmaAre Your Corporate Savings Working For or Against You?As ... continue reading

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Building Beyond Blueprints: Fortifying Wealth for Canadian Construction Leaders

Building Beyond Blueprints: Fortifying Wealth for Canadian Construction LeadersCanada's construction industry is a cornerstone of its economy, characterized by innovation, hard work, and significant financial ... continue reading

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Unlocking Business Resilience: The Power of Key Man Insurance & Whole Life Liquidity

Unlocking Business Resilience: The Power of Key Man Insurance & Whole Life LiquidityEvery thriving business relies on key individuals. Their unique skills, knowledge, and relationships ... continue reading

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Two Businesses, Multiple Properties, and a Tax Trap: How We Partnered With an Accountant to Protect It All

Two Businesses, Multiple Properties, and a Tax Trap: How We Partnered to Protect It AllFor many Canadian business owners, success is built over decades of ... continue reading

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Your Retirement Plan Might Be Sitting in Your Corporation – and Bleeding Value

Your Retirement Plan Might Be Sitting in Your Corporation - and Bleeding ValueAs a Canadian business owner, your corporation is likely your most significant asset. ... continue reading

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How We Turned $2M in Trapped Corporate Cash into $4M of Tax-Free Family Wealth

How We Turned $2M in Trapped Corporate Cash into $4M of Tax-Free Family WealthAs a Canadian business owner, you've mastered the art of generating profit. ... continue reading

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RRSPs and TFSAs: Making Sure What Is Right For Business Owners​

RRSPs and TFSAs: Making Sure What Is Right For Business OwnersAs a Canadian business owner, you're constantly navigating a complex financial landscape, balancing the demands ... continue reading

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Maximizing Wealth Preservation Through Combined Estate and Life Insurance Strategies for Canadian Business Owners

You’ve worked hard, taken risks, and built something meaningful. For many Canadian business owners, the company isn’t just a source of income - it’s their ... continue reading

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Succession Planning for Business Owners in Canada: Securing Your Legacy

Article [tcb-script src="https://cdn.tailwindcss.com"][/tcb-script] A Personal Journey to Secure Your Legacy Imagine you’re the owner of a thriving family business in Ontario—a cozy restaurant, a bustling ... continue reading

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Succession Planning for South Asian Families in Canada: Protecting What Matters Most

The Challenge: A Dream at RiskPicture this: You’ve spent decades building a life in Canada—pouring your heart into a business, securing a family home, and ... continue reading

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Term Life Insurance for Business Owners

Life insurance provides valuable protection for business owners, helping them manage debts, maintain operations, and even care for their families in the event of their ... continue reading

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Debunking Common Life Insurance Myths for Business Owners

Life insurance is often misunderstood by business owners, with many believing myths such as it only being relevant after someone’s death or assuming it’s too ... continue reading

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The Importance of Corporate Structuring and Life Insurance in Business Planning

Corporate structuring and life insurance are key elements of holistic business planning. Proper structuring of your coporation can provide several tax advantages, creditor protection, and ... continue reading

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Small Business Life Insurance in Canada: What You Need to Know

Small businesses form the backbone of the Canadian economy, making up the vast majority of companies in the country. For many of these businesses, life ... continue reading

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Protecting Your Business with Key Person Life Insurance

Every small business has that one person—the one you can’t imagine running the company without. They’re the backbone of your business, providing essential support, making ... continue reading

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Navigating Changes in Capital Gains Tax—Strategies for Business Owners

The recent changes to the capital gains tax inclusion rates have raised various concerns for business owners, investors, and incorporated professionals. It is important to ... continue reading

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Understanding Estate Planning Basics

Estate planning determines how your assets will be preserved, managed, and distributed after you die. Estate planning:  Preserves our wealth  Minimizes income tax payable  Provides ... continue reading

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Strategies for Small Business Owners to Navigate the New Tax Landscape

Small business owners face many challenges due to the changes in the tax environment. This article examines methods to effectively these changes, giving attention to ... continue reading

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