10 Reasons Why Benefit Advisors Miss The Mark with Small Business Benefit Plans

Small Business Benefit Plans

  If you don’t know by now, I’m in the group benefits marketplace.  I’ve grown my business by being transparent, accountable and acting as an advocate for small and medium-sized companies.  I coach clients and their staff on the shared responsibility of having a group benefits plan and giving instruction on how to create a sustainable plan for years to … Read More

Business Owner Alert: Seeking Something Amazing if You’ve Maxed Out Your RRSPs?

Maxed Out RRSPs

The challenge for many business owners, they either haven’t contributed enough to one’s RRSP, or they’ve maxed out your RRSP contributions for the year.  The challenge is RRSP contribution room is derived from one’s T4 income from previous years.  If you choose to take money from your business in the form of a dividend, this doesn’t count towards RRSP eligible … Read More

4 Key Things to Consider When Building Business Owner Wealth

business owner wealth

The Keys To Building Business Owner Wealth You’ve built a thriving and successful business. You continue to be profitable and continue to reinvest into your business while building wealth for your eventual retirement. You have a succession plan in place and a plan to exit the business at some point over the next 15 years. The plan is to work … Read More

Is It Time To Discover Where Your Finish Line Starts?

Where Does The Finish Line Start?

The two things the last few years has taught me is perspective and resiliency. I’ve had an interesting business career thus far.  Some elements blessed and other elements, well, not so much. To say I’m wiser for it would be an understatement. I’ve been lucky and unlucky. I’ve been fortunate to have some great successes and some pretty spectacular failures. … Read More