When discussing incorporation for professionals we need to bring in legal and tax advice to help with the process. Legal expert Bob Braun from Sheppard Braun Muma in Regina has provided a response to Amber’s question from her Client Hero feature on July 7 (link at the end of Bob’s response). Thanks a lot for helping us out with this one Bob!

Amber: One thing I am wondering is if in a fairly new relationship, when would you consider adding … Read the whole post...

This is a story that starts in the prairie, drifts in and out of Zimbabwe, includes sky diving and a strong desire to make the world a better place. All in one blog – all from one client hero! Are you kidding me? YOLO has nothing on Amber Grunow. It is also a tale of pursuing your dreams while also living your life and accepting some of the hardships that come with that philosophy. Priorities and life circumstances are different … Read the whole post...

During the financial planning process we sometimes need to bring in specialized advice to answer certain questions that our clients pose.

Chartered Professional Accountant Laurie Rauk completes her genius work in the area of tax planning for individuals and corporations. She is the best fit to answer Jeff’s question and has provided a response below.

Thanks for being a guest on our blog Laurie!

Jeff: I’d like to learn more about using a holding company for investment income, and how … Read the whole post...

I don’t know about you, but Jeff had me with the words “I finished school with no debt”. If that doesn’t make you want to read on what will? (Well, maybe the fact that he wants to positively disrupt the auto industry.)

Jeff is June’s client hero and superhero! His entrepreneurial energy, razor sharp mind and game changer attitude just charges us up. Jeff tempers self-doubt with passion and commitment and that has brought him to a place where he … Read the whole post...

Leah: What is the best plan for beginners who want to invest money? When starting out is it wise to spread out your investments or focus on one investment?

Great question Leah! I have outlined some points below for you to consider when starting to invest.

See #5 for the answer to the second half of your question.

1. Match Financial Planning Goal to Investment Portfolio – The investment portfolio should be tailored to the length of time you plan … Read the whole post...