What is the difference?

Investment Advisor vs Mutual Fund Rep vs Portfolio Manager: What is the difference?

[vc_row css=”.vc_custom_1612380408194{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column][vc_video link=”https://youtu.be/PxNda6ZUKDE” css=”.vc_custom_1652892147483{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column_text css=”.vc_custom_1652892573120{padding-top: 20px !important;padding-bottom: 20px !important;}”] Different Advisors Investment Advisor versus Mutual Fund Representative versus Portfolio Manager, why does it have to be so confusing? In the world of financial advising, it’s the wild west when it comes to job titles. You’ll see things […]

Capital Gains Exemption for Business Owners

Capital Gains Exemption for Business Owners

Today I want to talk about a rule that catches many Canadian business owners off guard: how having too much cash inside your corporation can prevent you from using the Lifetime Capital Gains Exemption (LCGE) when you sell your business. Prefer to Watch the Video? The Value of the Capital Gains Exemption As of 2022, […]