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Foundational Articles
Core principles of corporate financial planning, taxation, and wealth structure design.
Understanding CDA: What It Is, When It Appears, and Why It Matters
For many Canadian business owners, the Capital Dividend Account (CDA) is something they have heard of, but rarely something they actively plan around. This is understandable.
Read ArticleWhy Doing Nothing Is Also a Decision
When faced with complex financial decisions, many business owners choose to wait. This is rarely framed as a decision.
Read ArticleWhy Many Business Owners Underestimate Estate Liquidity Risk
For many business owners, estate planning is often viewed as a future concern—something to be addressed closer to retirement or later in life. This perspective is understandable.
Read ArticleWhy Rate of Return Is the Wrong Question
When evaluating financial decisions, many business owners instinctively ask a familiar question, "What is the rate of return?"
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