business owner expressing a sense of relief after getting financial advice from an advisor

Business owners

The emotional side of selling your business

Eat, slept and dreamt your business. But now it’s time to move on. The decision to sell can be the result of many factors, but…

4 minute read

Intergenerational family analyzing their business succession plan

Business owners

Intergenerational business transfers

If you are planning to sell your small business to a family member, recently approved Bill C-208 will make this process easier. Read this article…

10 minute read

making a thoughtful business decision

Business owners

Salary, dividends, or a combination of both?

If you are incorporated, what is the best approach to remuneration – salary, dividends, or a combination of both? The amount that you pay yourself…

4 minute read

Advisor giving advice on saving to a TFSA or to a corporation

Business owners

Are you incorporated?

A common question we hear from business owners is whether they should wield their Tax-Free Savings Account (TFSA) or private corporation as a savings vehicle.…

2 minute read

Physicians chatting on their lifestyle spending and better financial planning

Business owners

Physicians and financial management

As a physician, managing your wealth effectively requires continuous attention to ensure that as your goals change & as financial markets & government regulations evolve,…

7 minute read

business owner seeking advice on portfolio strategies

Business owners

Checklist for business owners

The devastating economic impact of the COVID-19 public-health crisis has left many business owners overwhelmed. This checklist is intended to help you focus your attention…

6 minute read

Having peace of mind at home with a comprehensive financial plan

Business owners

It all starts with a plan

An organized approach to wealth planning will help you meet your financial goals, provide security for your family and protect your hard-earned wealth for generations.…

15 minute read

owner talking to business advisors and professionals on a succession plan

Business owners

When there’s no logical successor

Not all family-run businesses are passed onto the next generation. One business owner’s dream or effort may not be easily transferred or resonate with the…

12 minute read

family harmony as they discuss business succession

Business owners

Sibling rivalry and business succession

This case study outlines the steps one entrepreneur took to establish a solid business succession plan, with the support of all his children while keeping…

8 minute read