Blog Archives
Advice
Resource Articles for Entrepreneurs
We are perpetually generating strategies and summaries for our entrepreneur clients and publish many of them here. Please feel free to forward any of the articles below to friends and colleagues, and don’t hesitate to contact us with any questions or thoughts. We’d be more than happy to expand on any of the principles and ideas addressed here.
- Buying Insurance Inside Your Company
- A Capital Dividend Account (CDA) that allows monies to be received tax-free is sometimes the deciding factor in purchasing insurance inside your company…
- Creditor Protection
- Staying at arm’s length from creditors is always a priority. Here are a few thoughts.
- The Estate Freeze
- The estate freeze is planning tool for business owners that allows you to stop the share growth in your name and transfer the continuing growth to shares in your successor’s name.
- The Individual Pension Plan (IPP) Option
- An IPP is an enhanced savings vehicle specifically designed for you and funded by your company. It was conceived by Revenue Canada with business owners in mind.
- Tax Planning Ideas
- There are three pillars to wealth management – investment portfolio allocation, debt management, and tax reduction. Often you must explore to add value.
- Checking Up On Shareholder Agreements
- Keeping your shareholder’s agreement up to date is a critical piece of future planning. Here are four areas where shortcomings are often found.
- The Eternal Quest for Capital
- As I provide investment advice to the entrepreneurial small business owners who are clients, the inevitable question of finding that elusive private investor to help them get to the next level comes up…
