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The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

by Nancy Grouni | Mar 4, 2024 | Canadian Family Offices, Nancy Grouni, News

The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices originally published Published Jun 14, 2021  •  Last updated Mar 04, 2024. Photo by Tima Miroshnichenko from Pexels. How to...
Real-life cases show benefits of ‘quarterback’ planning for business owners

Real-life cases show benefits of ‘quarterback’ planning for business owners

by Nancy Grouni | Mar 4, 2024 | Canadian Family Offices, Nancy Grouni, News

The article “Real-life cases show benefits of ‘quarterback’ planning for business owners” was originally published in Canadian Family Offices on March 4, 2024. Photo by Samson Katt from Pexels. These individuals are prone to suffer financially when...
Can Lyle, 48, and Tonia, 53, Afford To Trade Their Home For Two Condos?

Can Lyle, 48, and Tonia, 53, Afford To Trade Their Home For Two Condos?

by Nancy Grouni | Oct 20, 2023 | Globe and Mail, Nancy Grouni, News

The article “Can Lyle, 48, and Tonia, 53, afford to trade their home for two condos?” was originally published on the Globe and Mail on October 20th, 2013 by Dianne Maley. Photo by Pavel Danilyuk from Pexels. Before Lyle and Tonia can retire, they have to...
Business Owners, You Can – And Likely Should – Be Growing Your Corporate Savings

Business Owners, You Can – And Likely Should – Be Growing Your Corporate Savings

by Nancy Grouni | Feb 24, 2022 | Canadian Family Offices, Nancy Grouni, News

The article “Business owners, you can – and likely should – be growing your corporate savings” was originally published in Canadian Family Offices on February 24, 2022. Photo by Andrea Piacquadio from Pexels. Cash can be invested in stocks, funds or real...
Business Owners, Don’t Neglect Your CDA Account – It’s A Beautiful Thing

Business Owners, Don’t Neglect Your CDA Account – It’s A Beautiful Thing

by Nancy Grouni | Oct 29, 2021 | Canadian Family Offices, Nancy Grouni, News

The article “Business owners, don’t neglect your CDA account – it’s a beautiful thing” was originally published in Canadian Family Offices on October 29, 2021. Photo by Artem Podrez from Pexels. It keeps track of the cash your corporation can pay out as a...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean
Thuy Lam

Recent Posts

  • 2024 tax-filing extensions: What you need to know April 14, 2025
  • Jason Heath: What the federal election platforms could mean for your pocketbook April 14, 2025
  • Cross Border Financial Planning: U.S. Citizens Living in Canada March 23, 2025
  • Cross Border Financial Planning: Considerations for Americans Moving to Canada March 10, 2025
  • Cross Border Financial Planning: Considerations for Canadians Moving to the U.S. February 13, 2025
  • How often should you update your financial plan? November 22, 2024
  • When Should You Set Up A Holding Company? October 3, 2024
  • 2024 Federal Budget Amendments that Impact CPP Benefits August 7, 2024
  • 5 reasons why TFSAs aren’t always the best fit for everyone June 10, 2024
  • FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance? June 7, 2024
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