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 like President, Wealth Manager, Financial Advisor, Life Coach, and so many more. Hopefully, this will change one [...]
Cash & Your Capital Gains Exemption Today I want to talk about your corporation and how having too much cash inside of it can inadvertently affect your capital gains exemption if you're planning on selling. LCGE In 2022, if you sell shares of your small business in Canada, you have a $ 913,630-lifetime capital [...]
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 like President, Wealth Manager, Financial Advisor, Life Coach, and so many more. Hopefully, this will change one [...] 
Cash & Your Capital Gains Exemption Today I want to talk about your corporation and how having too much cash inside of it can inadvertently affect your capital gains exemption if you're planning on selling. LCGE In 2022, if you sell shares of your small business in Canada, you have a $ 913,630-lifetime capital [...] 
