The Small Business Outlook

Succession Planning for a Small Business Owner in Canada

When I put together the Estate Planning for Business Owners checklist, I came to the realization that I had to put together a checklist for Succession Planning for Business...

Retirement Planning for a Small Business Owner in Canada

As a business owner, one of the challenges that I face is learning how to balance between reinvesting into my business and setting money aside for personal savings. Since I...

Financial Investing for a Small Business Owner in Canada

Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business...

Dear Advisors: 3 Simple Ideas to Leverage your Website

Whenever we create a website, our first priority is to learn about the advisor's business. Who are they working with now (their existing clients) and who they would like to...

How to Market Life Insurance as an Advisor

Summer time is a great time for advisors to catch up and plan for the next quarter.

12 Ways For Advisors To Stay In Touch With Clients

Years ago, I was at a practice management seminar and the speaker talked about having “12 touches per year”… now this is totally dating myself but back then, websites were...

10 Essential Decisions for Business Owners

Here are 10 decisions every business owner will come across. If you are a small business advisor, this article is for you. See how you can help them through these difficult...

Advisors: don't forget these Small Business Financial Planning Topics

The following tools will help you to approach a potential client about financial planning for their small business.

Determine your Passive Investment Income Limit [Free Tools]

New Small Business Tax Rules - A Free Video and PowerPoint

Last summer, Finance Minister Morneau announced a number of tax reforms for small business owners, including the changes to income sprinkling, minimizing the incentives to...