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Retirement Planning for Business Owners

Retirement Planning for Business Owners

by G3 Wealth Strategies & Consulting Inc | Jan 31, 2026 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
Immediate Finance Arrangement

Immediate Finance Arrangement

by G3 Wealth Strategies & Consulting Inc | Aug 8, 2025 | Blog, business owners, corporate, incorporated professionals, insurance, life insurance, tax

An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning strategy that combines permanent life insurance coverage with tax-advantaged wealth accumulation — typically through a Canadian-controlled private corporation. Who could benefit from...
Shared Ownership Critical Illness

Shared Ownership Critical Illness

by G3 Wealth Strategies & Consulting Inc | Jun 30, 2025 | Blog, business owners, corporate, health benefits

Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.Talk to us to see how we can help you.
Understanding the Capital Dividend Account

Understanding the Capital Dividend Account

by G3 Wealth Strategies & Consulting Inc | Jun 2, 2025 | Blog, business owners, corporate, investment

What is the Purpose of the Capital Dividend Account? Capital Dividend Account (CDA) is a special corporate tax account which gives shareholders designated capital dividends, tax-free. This account is not recorded in the corporation’s taxable accounting entries or...

Recent Posts

  • 2026 Canada Money Facts
  • Tax-Free Savings Account vs Registered Retirement Savings Plan
  • Retirement Planning for Business Owners
  • Insurance Made Clear – S1E1
  • 2026 Financial Calendar
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