Case Studies
Telling you what we do is easy. Showing you is unforgettable.
Every business challenge tells a story. Through our case studies and strategies, we show you how we’ve helped clients overcome obstacles, unlock opportunities, and achieve results that last. See what’s possible when the right plan meets the right approach.
Succession planning and the IPP
Canada’s economic prosperity has been built by the ingenuity of its entrepreneurs and their families, who create and grow their business and employ millions of Canadians. Whether it be a corner store, restaurant, a potato farm, or a brewery; the family business...
To raise or not to raise
One may not think this to be a deep and philosophical question, but it is one that burrows deep in the minds of many employers. Small business owners want to offer benefits, but it is often overlooked in favour of raises with the assumption that it makes...
Selling your business? How the RCA can be an important planning tool
For majority of business owners, the sale of their business represents a bulk of their retirement savings. Years of hard work, sacrifices, and sweat equity has led to the moment of sale with a big pot of gold. The sale of the business is not always a share sale, and...
Unanimous Shareholder Agreement – could your business be at risk without one?
Many of our business-owning clients ask that we prepare a Unanimous Shareholder Agreement (“USA”), but when asked what they want to accomplish through a USA, they are not entirely sure. A USA can be a useful tool in creating certainty for the shareholders of a...
Mortgages for the self employed
Over 15% of Canadians are self-employed; many of whom are homeowners or would-be homeowners in need of mortgage financing. There are many advantages to being in business for yourself including the expenses you claim or write-off. While this may be a great tax-saving...
Digital afterlife, the ghosts of cyberspace
Your spouse, significant other, child, or someone you love, or even business partner passes away suddenly, the last thing we think of is what will happen to their digital assets, which are more than just Facebook or an Apple iCloud account. The issue is that many of...
Virtual watercooler
I’m writing this from the makeshift quarantine bunker in what used to be our spare bedroom — sweatpants on, snacking my way through my emergency rations, with my cat and dogs fighting each other in the background. I’m lucky that I could easily transition to...
Legal fees: what’s deductible and when?
For most Canadians, having to pay for legal services is an infrequent occurrence, and most Canadians would like to keep it that way. In many instances, the need to seek out and obtain legal services (and to pay for them) is associated with life’s more unwelcome...
