How the Right Business Structure Builds Wealth
Structure drives efficiency, protection, and growth.
Learn how HoldCos, Trusts, and share planning can improve your tax strategy and succession plan.
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Smart insights. Real options.
Tailored planning starts here.
10 Wise Financial Strategies for Business Owners
These free guides offer practical education for Canadian business owners who want to protect, grow, and transfer wealth wisely.
Disclaimer
These materials are for educational purposes only. They are not financial or legal advice. Every business owner’s situation is unique. The strategies discussed may or may not be suitable in your case. Before taking any action, we recommend a personalized review with a licensed advisor.
How Your Corporation Can Fund Your Retirement
You don’t need to drain your business to retire.
Compare IPPs, RCAs, and insured retirement plans to use your corporate dollars for future income.
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The Role of Trust Structures in Wealth Management
Trusts aren’t just for the ultra-wealthy — they’re for the ultra-strategic.
Explore how family trusts can protect wealth, split income, and give you long-term control.
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How to Transfer Corporate Assets to Family, Tax-Efficiently
Passing wealth to family can be expensive if done wrong.
Discover how estate freezes, pipelines, and hybrid strategies can shift value to the next generation without triggering big tax bills.
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Multiply Your Lifetime Capital Gains Exemption (LCGE)
Use more than one LCGE to save even more tax.
This guide shows how to multiply your $1M exemption across family members or trusts with the right structure.
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Make Your Business Sale-Ready and Save Thousands in Taxes
A successful business sale starts years before you list it.
Learn how to structure and position your business to minimize taxes and maximize sale value.
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Ready to Leave Your Business Someday?
Without a plan, you could pay too much tax or leave your business in limbo.
Explore how to prepare for a smooth transition — whether you’re retiring, selling, or passing the business to family.
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When a Key Person Leaves, Can Your Business Survive It?
Prepare your business to run smoothly even if a top employee or founder can’t work.
Learn how Key Person Insurance and Overhead Expense Coverage protect your team, cash flow, and reputation.
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What Happens If a Business Partner Passes Away?
Avoid ownership disputes, financial strain, and chaos with a funded Buy/Sell Agreement.
This guide explains how to build and fund a plan so your business ends up in the right hands.
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Is Your Business Sitting on Too Much Cash?
Holding surplus funds inside your company can trigger big taxes.
Find out how to shelter that money with insurance-based strategies and protect it for the future.
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