Business Owners

How to find your business's hidden value and unlock its potential

In this, the first in a series of articles sharing essential wealth insights for business owners, Jason Kinnear, Manager, Family Office Services, discusses value and why understanding it is important, why knowing “your number” is key to sound planning, and how the right exit strategy can help unlock the value of your business and achieve your long-term financial goals. 

Grow Together - September 2024

Sometimes, the insights we pass onto our clients feel like a best kept secret. With this as our theme for Grow Together, we dive into lesser-known financial strategies like overlooked investment opportunities, the potential of Donor Advised Funds in legacy planning, and surprising ways to maximize RESPs. 

Retain more income – 4 tax tips for business owners

Business owners don't need to be tax experts. However, knowing a few basics can help guide conversations with your advisor and lead to better financial outcomes for your business. Here's four things that should be on your radar.

Business Owner Advantage: Accessing Short Term Loans

If you’re a Canadian business owner looking to self-finance a short-term shareholder loan through your company, it’s important to know how you can arrange corporate loans without having to include them as income.

Planning Considerations That Affect Your Lifetime Capital Gains Exemption

The LCGE is helpful for business owners and their families by allowing them to avoid paying taxes on capital gains (up to a certain amount) when they sell shares in a qualified business, farm property, or fishing property. In this blog, Amit Tewary, Wealth Advisory Associate, discusses the planning considerations that may affect your LCGE.