Insights
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SpaceX, the largest IPO … but what exactly are you buying?
SpaceX just made history but at $1.77 trillion, are you buying a proven business or paying for promises? Here’s what every investor should understand before deciding.
IPOs: The Hottest Ticket Nobody Should Be Buying
Warren Buffett didn’t like IPOs and only bought a couple in his 60 years in the industry. There’s a reason.
Boring is better
Every few years a new investment idea captures everyone’s attention. Crypto. Cannabis stocks. AI plays. Clean energy. The story is always compelling, the upside always sounds enormous, and the fear of missing out is very real. But storage units are where put our money. Here is one of our favourite funds right now.
Private Equity: The Missing Piece
Private equity has outperformed public markets for decades. Here is what that means for your portfolio and your long-term wealth.
What Builds True Wealth: Investing in Your Business vs Investing Outside of It?
Should you keep pouring money into your business to drive up its value for a future sale, or start building wealth outside of it through personal investments?
Downside Protection Isn’t Bonds Anymore
Diversification was supposed to protect you. When markets fell, bonds were meant to rise. That was the rule investors trusted for decades. But today, that relationship is breaking down. Stocks and bonds can fall together, leaving portfolios exposed when protection matters most. So, what does real diversification look like now?
RCA
When Paul and Hasan decided to sell their business they faced a huge tax challenge even after using their Lifetime Capital Gains Exemption. Discover how a smart use of an RCA combined with expert guidance turned a potentially stressful sale into a tax efficient retirement ready outcome and how knowing their after tax numbers took the pressure off negotiations.
Restructure
Discover how we helped a business owner unlock hidden value through a strategic share freeze and tailored financial planning. By integrating business valuation, tax-efficient structures, and coordinated collaboration with M&A advisors, we crafted a clear path to retirement — maximizing tax savings and protecting the legacy. Read the full case study to see how a holistic approach turns complex transitions into confident decisions.
Individual Pension Plan
What if your retirement plan could also unlock a major tax advantage when you sell your business? In this success story, we show how an Individual Pension Plan allowed a business owner to clear out passive income, meet the requirements for the Lifetime Capital Gains Exemption, and build long term retirement wealth — all without needing to withdraw funds or trigger personal taxes. It is a strategic solution that aligned both business and personal goals at a critical stage.
Employee Ownership Trusts
What happens when a business owner wants to step back without selling out? In this success story, we explore how an Employee Ownership Trust became the ideal solution — preserving the company’s legacy, rewarding loyal employees, and creating a smooth and tax efficient exit strategy. It is a story of alignment, transition, and long term value told through real outcomes.
The Pros & Cons of Sale Options
We’ll cover four key options: selling to your management team, a financial buyer, a strategic buyer, or through an employee ownership trust. Each offers unique benefits and trade-offs—understanding them will help you choose the right path for your business.
10 signs its time to sell
Selling a business is like harvesting a ripe crop—timing is everything. Sell too soon, and you may leave money on the table. Wait too long, and value can fade. Knowing when to act is critical. Here are key factors to help you decide the right time to sell.
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Portfolio Manager (Alberta, British Columbia and Ontario)
Investment Fund Manager (Alberta and Ontario)
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