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“What” Creates Wealth from Profit – Intentional Wealth Pillar 3

The Question: I know my “why”, I’ve built my “how” – team, plans…

It’s How you Get There – The Intentional Wealth Framework – Pillar 2

The Question: I know my “why” from Pillar 1 – now what? The Intentional Wealth (IW…

Corporate Wealth Secrets IW Pillar 1

The Question: Can you really plan for wealth? Isn’t it something that just happens (or doesn&#…

The “Magic” Tool for Business Success

The Question: What is the number one key to achieving real success in my business? Answered from two…

Client Contracts are Delightful

The Question: Do I really need to have a client contract? Why? One of the most import…

Prequel – Corporate Shareholders Agreement

Prequel – watch this with your business partners before watching the 7 D Framework of Corporat…

Securing Trust – a Shareholders Agreement Masterclass

Understand the 7 D’s of the Shareholders Agreement – watch this with your corporate part…

IDENTIFY THE NEXT VITAL NEED IN YOUR BUSINESS

IDENTIFY WITH ACCURACY WHAT NEEDS YOUR ATTENTION TODAY Regain Control of Your Business Adopt an iter…

Invisible Business Transitions

Survival, Stable, Scaleable, Saleable Business success takes you through predictable transitions. Ch…

Business Biases, Bottlenecks, and Blindspots

Seeing the invisible, different perspectives, being objective… all critical thinking skills that hel…

Entrepreneurial Poverty and Zombie Businesses

You cannot sell yourself out of entrepreneurial poverty. The Question: When do small businesses…

The 4% Business Owner

The entrepreneur determined to transform their business into an asset. When you first started in bus…

Would you welcome a mentor? Would you be one?

A business coach or mentor can be powerful ally. What do you think? Would you welcome a mentor? Woul…

Predicting the bottom

Predicting the bottom of the market and recognizing the opportunities it holds. Investment opportuni…

Investing in Uncertain Times

Uncertain markets can challenge the discipline of even the most committed investor. Have a plan, sti…

When is the right time to Incorporate?

As business grows, entrepreneurs need to think more about the legal, accounting, and financial plann…

Professional Real Estate Corp

Is creating a Professional Real Estate Corporation (PREC) right for you? Ontario recently joined sev…

Protecting your Greatest Asset

Many people think their greatest asset is their home, but your greatest asset is your ability to ear…

Turning Dreaming into Planning

Each stage of your business life has its own focus and associated needs. Similar to needing a financ…

2021 Key dates, investment info and stats

Savings and Pensions RRSP contributions: � Maximum contribution for 2020: $27,230 � Last day for 202…

Want to get there quicker?

It is almost always most tax efficient to hold insurance policies corporately. A Dollar Saved is Two…

Teaching Children About Money

Financial literacy is an essential life skill. Teaching children how to manage money will help them …

Your Health is your Wealth

Being financially prepared can improve your health. We all talk about stress, but we are not always …

Eye of the Storm.

This is a call to action. Sunday, the New York Times published an article titled “Surviving Co…

Does Money Burn a Hole in Your Pocket?

You know how much you earn, right?  Do you actually know how much you spend and on what?  …

COVID-19 GOVERNMENT PROGRAMS

We are living through extraordinary times. A time of great challenge being met through front line he…

The Wealth Life Cycle – What If? Part II

Last week we covered the Wealth Life Cycle  concept which highlights the continuum that all business…

The Wealth Life Cycle Overview – Part I

At Podium Prosperity group we are all about business but in particular we are passionate about small…

Lifetime Capital Gains Exemption

The Canadian Federation of Independent Business (CFIB) is urging the federal government to put an en…

Succeeding at Succession

In a 2018 article discussing succession planning (albeit at a high level) CPA magazine discusses som…

HOT HOUSING PRICES

Article in the Globe and Mail on Monday (December 9, 2019) where Rob Carrick attempts to reconcile t…

ECONOMIC PRINCIPLES

Way back in 1983, I was attending the University of Ottawa for the first year of my business degree.…

THE ‘NEW’ CANADA PENSION PLAN

DO YOU TAKE A SALARY FROM YOUR COMPANY? The Canada Pension Plan, or CPP, was originally created as a…

INDIVIDUAL PENSION PLANS: WHAT IS THE DIFFERENCE?

A Personal Pension Plan (‘PPP’) is a registered pension plan with an Individual Pension …

CREATING A LEGACY

YOUR LIFE’S WORK CAN HAVE MULTI-GENERATIONAL IMPACT My grandmother was a wonderful woman. She …

DEFER RETIREMENT INCOME

There are two main challenges in retirement planning: the first is achieving the necessary risk sens…

A PERSONAL PENSION PLAN IS RIGHT FOR YOU IF:

Your business is incorporated. You are at least 40 years of age. You take a salary from your company…