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.
What are the next big Investment opportunities?
There is a lot going on in the markets between social media, Reddit, the rise of the DIY investor, hedge funds, the battle, etc. Many people have a FOMO (fear of missing out) which is often counterbalanced with FOL (the fear of losing). It is said that John D....
Corporate Class Investments: why pay taxes when you don’t have to?
No one likes to pay more taxes. Thankfully, there are some well-established ways for you to ease your tax burden and keep more money for yourself. If you are actively saving for retirement it is commonly recommended to diversify your portfolio, but it is also a good...
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...
