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May 29, 2025

Spring Cleaning Your Business Finances: 5 Key Areas Canadian Owners Should Review

May’s tax lull is the perfect time to refresh your business finances—optimize cash flow, strategy, and peace of mind.

May 29, 2025

What Happens After the Last Deal Closes?

With more owners exiting than buyers entering, planned business sales—not reactive ones—are the key to value, clarity, and legacy.

May 29, 2025

Don’t Just Insure the Risk—Fund the Plan

Insurance isn’t just protection—it’s the funding that keeps buy-sell plans smooth, fair, and stress-free when life throws a curveball.

April 30, 2025

Wealth Planning

The Six Pillars of Financial Planning for Business Owners

You’ve built the business—now build the plan. Protect your wealth, future, and legacy through integrated financial planning.

April 30, 2025

Investing Through the Ages: A Smarter Approach to Building Wealth Over Time

Your business drives success—but your wealth deserves strategy. Build an intentional plan for growth, protection, and lasting financial freedom.

April 30, 2025

Beyond the Balance Sheet: Crafting a Wealth Vision That Works as Hard as You Do

Your business drives success—but your wealth deserves direction. Build a purposeful, resilient plan that aligns with your vision and legacy.

March 31, 2025

Wealth Planning

Retirement Isn’t the Endgame — It’s the Next Adventure

Retirement isn’t a finish line—it’s your next big move. Redefine it with purpose, flexibility, and a plan that fits you.

March 31, 2025

Real Estate

How Business Owners Can Act Strategically in Today's Real Estate Market

Low inventory, high stakes—Today's market waits for no one. Business owners, now’s the time to act strategically, not passively.

March 31, 2025

Wealth Planning

Building Wealth Through Life’s Transitions

Build, protect, and transfer wealth with confidence through every life stage—from early career to retirement—with proactive, personalized financial planning.

February 28, 2025

Wealth Planning

Wealth or Regret? The 3 Crucial Steps Every Business Owner Must Get Right

Protect your business wealth by planning early—optimize taxes, structure your exit, and invest wisely to avoid financial regret.

February 28, 2025

The Future of Business in Canada: 10 Bold Predictions for 2025

Canadian businesses must adapt to workforce shifts, AI, sustainability, and new regulations. Embracing change, innovation, and strategic planning will determine success in 2025’s evolving landscape.

February 28, 2025

Preparing for Tariffs: A Guide for Canadian Business Owners

With U.S. tariffs looming, businesses must assess risks, adjust supply chains, and explore cost-saving strategies to minimize financial strain and maintain profitability before policies shift.

January 27, 2025

Innovation

3 Tech Game-Changers Canadian Businesses Can’t Ignore in 2025

Canadian businesses are automating tasks, consolidating workflows, and digitizing payments in 2025 to boost efficiency, reduce risks, and drive sustainable growth. Are you ready?

January 27, 2025

Retirement Planning

Maximizing Retirement Savings with Individual Pension Plans (IPPs)

Unlock higher retirement savings with Individual Pension Plans (IPPs)—a tax-efficient solution for business owners offering increased contributions, corporate tax deductions, and creditor protection.

January 27, 2025

Weathering the Storm: Staying Resilient in 2025’s Economic Rollercoaster

Navigate 2025's economic challenges with adaptability, technology, and strong financial management. Build resilience through diversification, customer loyalty, and sustainable business practices.

March 06, 2024

Insurance Planning

Critical Illness Insurance… It Just Makes Sense

Critical illness insurance (CI) seems to be something most people know only a little about, but it can be a great addition to life and disability insurance when it comes to income protection.

January 16, 2024

Financial Planning

Financial Planning and Wellbeing

The current cost of living crisis, against a backdrop of bleak economic predictions, is a significant cause for concern for millions of people.

December 04, 2023

Tax

Alternative Minimum Tax Changes – What You Need to Know

Canada’s Federal Budget proposed changes to the Alternative Minimum Tax (AMT) rules with draft legislation that comes into effect on January 1, 2024? So ...

December 04, 2023

General Interest - Personal

Everything You Need to Know About the First Home Savings Account

The FHSA aims to assist aspiring homeowners in saving the necessary funds for a down payment on a home, a prospect that gets harder and harder with each subsequent increase in average housing prices.

September 28, 2023

Estate Planning

Preserving Wealth: Strategies for Minimizing Inheritance Taxes

One trillion dollars. That is the staggering amount that is forecasted to change hands from one generation to the next in Canada in the ten years leading up to 2026.

August 22, 2023

Accounting

Unleashing the Power of Accountants: Your Trusted Partners in Small Business Growth

Small businesses serve as the backbone of Canada’s economy, driving innovation, fostering local growth, and creating job opportunities. They are also challenging to launch and keep going.

June 21, 2023

Insurance Planning

Mortgage insurance vs life insurance - which one provides the best protection?

When purchasing a home, there are several options available to protect your debt and mortgage in case of death or disability.

May 17, 2023

General Interest - Business

As a Canadian business owner am I leaving money on the table?

The old adage, “leaving money on the table” applies to a lot of Canadian businesses – and they may not even be aware.

May 17, 2023

Market Commentary

Emphasizing Process over Short-Term Performance

This month's Market Commentary reflects on the macroeconomic challenges of the previous year, including geopolitical conflict, supply chain issues, and inflation, and how their effects have evolved.

April 21, 2023

Employee Benefits

Healthcare Spending Account Tax Savings

Every single business owner that is incorporated should have a healthcare spending account. Period, full stop. Learn why in our latest piece.

April 18, 2023

Market Commentary

For How Long Will Bad News be Good News?

Over the last 12 months or so, we have witnessed a consistent trend where bad economic news (for example, an increase in unemployment statistics) often results in an increase, rather than a decrease ...

April 06, 2023

Tax

A Guide to Home Office Expenses

With more Canadians engaging in work from home setups and freelance or contract work arrangements outside of a traditional office environment ...

April 04, 2023

Tax

Business Deductions to Keep Top of Mind During This Tax Season

With the increase in inflation and interest rates that Canadians have experienced in the past year, it is no wonder that business owners may be looking for ways to weather this very expensive storm.

March 27, 2023

Financial Planning

Pay off Debt or Choose to Invest? Which is Better?

This is a great question and a common one for financial planners. We dig into it further in our latest planning video.

March 20, 2023

Accounting

What You Need to Know for the 2022 Tax Season

It’s that time of year when a work-life balance becomes a distant memory for hardworking accountants.

March 15, 2023

Market Commentary

Highlighting our Alternative Income and Growth Funds

This month’s market commentary focuses on the real estate investments managed by Trez Capital (Trez). Trez has managed assets on behalf of WealthCo investors since 2014.

March 09, 2023

General Interest - Personal

Budgeting: The Ultimate Life Hack

While the thought of budgeting may make some eyes glaze over, the reality is that budgeting is truly one of the best life hacks.

March 02, 2023

Financial Planning

Taking Control of Your Financial Health

From getting eight hours of sleep per night to scheduling regular exercise to adopting healthy eating habits, most of us have figured out how to keep a pulse on our physical health.

February 25, 2023

Accounting

Five financial ratios your clients need to be in the know on

Business owners are busy people, but even with everything that they have on their plates ...

February 21, 2023

Market Commentary

Highlighting our Large Cap Equity Investments

Our November 2022 Market Commentary highlighted our Small Cap Equity Investments which have been managed by Laurus Investment Counsel since 2014.

February 15, 2023

Financial Planning

Planning for Retirement | Integrated Planning Video Series

“When can I retire?” This is often the first question in a planning conversation.

February 02, 2023

Accounting

Growing Revenue, Improving Customer Engagement - Lead the Way for 2023 Accounting Firm Goals

Wolters Kluwer released their annual accounting survey late last year, sharing, amongst other findings, the top five challenges facing accounting firms and their top 2023 goals.

January 26, 2023

General Interest - Personal

14 Must-Read Business Books

So many books…so little time. With almost four million new books published each year, it can be daunting to know where to begin, reading-wise.

January 19, 2023

Financial Planning

Demystifying Compensation | Integrated Planning Video Series

In the insurance industry one of the most interesting things that we run into is that Insurance products are thought of as just that - products.

January 09, 2023

General Interest - Personal

Goal Setting Done Right

January and goal setting go hand in hand.

January 05, 2023

Business Planning

To Sell or not to Sell

Starting a business can be just as daunting and nerve-wracking as starting a family. A tremendous level of preparation, care, and dedication is required for lasting success in both contexts.

December 30, 2022

General Interest - Business

Risk Mitigation and the Family Enterprise

Family businesses bring their own unique set of challenges – and with these challenges, comes risk. Here we explore some of these issues and how families can best mitigate these risks.

December 17, 2022

Market Commentary

2022 Year in Review – The Perils of Traditional Diversification

Whether you are a regular or an occasional reader of investment updates, you have probably become accustomed to the use of the word ‘unprecedented’.

December 14, 2022

Business Planning

The Rules of Engagement Around the Family Business

If Hollywood has taught us anything, it’s that family business can be a messy business.

November 29, 2022

General Interest - Personal

Financial Infidelity – How to Spot it and How to Avoid it

According to Leger’s 2018 Financial Infidelity Report, 36% of survey respondents had been victims of financial infidelity from a current or former partner.

November 24, 2022

Accounting

Organizational Fraud Red Flags to Watch Out for

The Association of Certified Fraud Examiners (ACFE) latest Report to the Nations states, “occupational fraud is very likely the most costly and most common form of financial crime in the world.

November 22, 2022

Financial Planning

The Lottery Curse…and How to Avoid It

Christmas has come early for a rash of lottery winners in Alberta in recent months.