All posts in the Financial Guidance category

Should I incorporate my business?

This is a question we are asked often. There are two main reasons for incorporating: Potential to reduce taxes Limited liability The potential to reduce taxes is a legitimate reason to incorporate, but only once you reach a certain level of profitability. If you are… Continue Reading

Our Top 4 Recommendations for Sole Proprietors

We always strive to foster great relationships with our clients. We want you to feel confident taking our recommendations. So, here’s a little about me. My name is Melody McClain. I live here in Airdrie with my husband and two kids – my son is… Continue Reading

Tax Deductible Business Expenses Demystified

As a blanket statement, we suggest that sole proprietors keep every receipt and expense absolutely every penny they pay to earn business income. Much of this is obvious. If you’re selling jewelry and you have to purchase the jewelry first…it’s easy to recognize that your cost… Continue Reading

Sole Proprietors: Set Yourself up for Success

There is much to consider when running a business as a sole proprietor, but taxes don’t have to be overwhelming. We can try to set you up for success and maximize your expenses, tax write-offs, etc. The first thing to recognize with a sole proprietor business is that… Continue Reading

Financial Planning for Business Owners

Successful business people want their financial advisors to show them ways to keep their wealth. This article and blog is a great place to start understanding what financial planning can do to help you retire happy. Peter says “Business owners are not looking for financial advisors… Continue Reading

Thinking about Retirement?

Thinking about retiring? Planning for the inevitable is something that doesn’t have to be complicated or scary. Start now and make a plan. This Retirement Income Calculator will come in handy. The calculator will help you better understand how each pillar of the retirement income… Continue Reading