Maximizing Retirement Savings with Individual Pension Plans (IPPs)
For incorporated business owners over 40, an Individual Pension Plan can allow for significantly higher retirement contributions than an RRSP. Here's how IPPs work.
3 Tech Game-Changers Canadian Businesses Can't Ignore in 2025
A survey of 500+ Canadian business owners points to three fintech priorities for 2025: automation, consolidated platforms, and safer, faster payments.
Weathering the Storm: Staying Resilient in 2025's Economic Rollercoaster
Inflation, trade tensions, and slow growth are shaping 2025. Practical strategies for building resilience through technology, diversification, and strong financial fundamentals.
Critical Illness Insurance… It Just Makes Sense
A serious diagnosis shouldn't mean draining your savings. How critical illness insurance protects your investments and gives you room to focus on recovery.
Financial Planning and Wellbeing
Money worries don't just affect your bank account — they affect your health. Research shows how working with a financial planner can ease stress and improve overall wellbeing.
Everything You Need to Know About the First Home Savings Account
The First Home Savings Account combines RRSP-style deductions with TFSA-style tax-free withdrawals. Eligibility, contribution limits, and answers to common FHSA questions.
Alternative Minimum Tax Changes – What You Need to Know
New Alternative Minimum Tax rules take effect January 1, 2024. What's changing, who it affects, and what to consider if large capital gains or donations are part of your plan.
Preserving Wealth: Strategies for Minimizing Inheritance Taxes
With an estimated $1 trillion set to change hands across Canada by 2026, smart estate planning matters. Strategies for minimizing the tax burden your beneficiaries could face.
Unleashing the Power of Accountants: Your Trusted Partners in Small Business Growth
A great accountant is more than a bookkeeper — they're an advisor, sounding board, and growth partner. A look at the many ways accountants support small business success.
Mortgage insurance vs life insurance - which one provides the best protection?
Your lender's mortgage insurance isn't the only option — and it may not be the best one. How term life insurance can offer better value and more control over coverage.
Emphasizing Process over Short-Term Performance
A year after 2022's turmoil, markets have calmed — but discipline still matters most. Our investment team on downside protection, fiduciary duty, and staying the course.
As a Canadian business owner am I leaving money on the table?
Nearly a third of Canadian business owners don't know government grants exist for them. A roundup of technology, hiring, and sustainability grants worth exploring.
Healthcare Spending Account Tax Savings
Traditional group insurance isn't the only way to cover employee healthcare costs. How a Healthcare Spending Account offers more flexibility at a lower, predictable cost.
For How Long Will Bad News be Good News?
Bank failures shook headlines in March, yet markets kept climbing. Why bad economic news has been fuelling good market returns — and how long that can last.
A Guide to Home Office Expenses
With remote work here to stay, understanding what home office costs you can actually claim — for employees and business owners alike — matters more than ever.
Business Deductions to Keep Top of Mind During This Tax Season
Vehicle expenses, meals and entertainment, capital cost allowance, and R&D credits — business deductions Canadian owners shouldn't be leaving on the table.
Pay off Debt or Choose to Invest? Which is Better?
Not all debt is created equal, and the "pay it off or invest it" question rarely has a one-size-fits-all answer. Key considerations for making the right call.
What You Need to Know for the 2022 Tax Season
From housing tax credits to new medical expense rules, a roundup of the key 2022 tax changes Canadians should have on their radar before filing.
Highlighting our Alternative Income and Growth Funds
A Q&A on how real estate manager Trez Capital navigates rising rates and growth markets — and what it means for the Alternative Income and Growth Funds.
Budgeting: The Ultimate Life Hack
A simple five-step roadmap for building a budget that actually sticks — from establishing your baseline to setting goals you'll follow through on.