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Wealth strategy for incorporated professionals.

Clear, practical thinking on how Canadian business owners and incorporated professionals build, protect, and pass on wealth: salary vs. dividends, holding companies, tax, and succession.

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Corporate Structure

What is a holding company in Canada, and do you need one?

A clear guide to what a holdco actually does, the real tax and protection benefits, and how to tell whether one belongs in your structure.

April 21, 20268 min read
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Excess cash in your corporation
Corporate Investing

Excess cash in your corporation

October 5, 20268 min read
Succession & Exit

Planning to sell your business: what to start five years before you exit

September 15, 20268 min read
Corporate Structure

What is a CCPC, and why does the status matter?

August 25, 20267 min read
Tax Efficiency

How are incorporated professionals taxed in Canada?

August 11, 20267 min read
Succession & Exit

The Lifetime Capital Gains Exemption, demystified

July 28, 20268 min read
Succession & Exit

What is an estate freeze, and when does it make sense?

July 14, 20268 min read
Insurance & Risk

Corporate-owned life insurance in Canada: what it actually does

June 30, 20268 min read
Estate & Legacy

How to donate to charity through your corporation

June 16, 20266 min read
Compensation

Salary vs dividends: how to pay yourself from your corporation

June 2, 20269 min read
Corporate Investing

The $50,000 passive income rule, explained simply

May 19, 20267 min read
Retirement

RRSP, TFSA or corporate investing: understanding the trade-offs

May 5, 20269 min read

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