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Calculator and pen on financial report
November 7, 2023 Article

Planning for Death and Taxes – Incorporating Your Investments

As personal and corporate tax rates have fluctuated in recent years, incorporating investments has become an attractive option for Ontario residents holding sizeable portfolios. There are a number of potential advantages to holding investments in a company rather than
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Hand holding a poster What is your legacy.
September 5, 2023 Article

Maximizing Legacy: Combining Estate Planning with the Donation of Shares in a Private Corporation

For successful business owners, donating shares in their private corporation to a registered charity can provide the opportunity to fulfil significant philanthropic goals. The charity can be either a charitable organization or a public or private foundation. When
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Measuring tape measures the word 'performance' on a black board.
April 18, 2023 Article

KPIs for Growing Businesses

It is important to establish metrics that are inter-connected and to understand how each impacts the business’ goals and
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Couple reviewing document for estate planning
February 15, 2023 Essential Reading

Your Guide to Estate Planning

This guide provides an overview of the things you should consider when making an estate plan including tax strategies and dual wills for business
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Image of doctor holding paper with question need some advice.
January 3, 2023 Essential Reading

The Doctor’s Financial Lifecycle Part 1: Medical Residency

While retirement might seem light years away, it isn’t too soon to start thinking about financial planning for your future. This article should serve as a starter kit on how you might want to save and protect some of your hard-earned
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Transition to Medical Practice From Salaried to Self-Employed Physician
November 3, 2022 Article

The Doctor’s Financial Lifecycle Part 2: Transitioning From Salaried to Self-Employed

Becoming a doctor is no easy feat. We can tell you a few things about the business side of your practice and help get you on the road to financial security. We can help you navigate the tax issues that distinguish the salaried resident from the self-employed
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