News

Make Your Mortgage Work for You: A Practical Guide to the Smith Maneuver

Navigate Canada's mortgage landscape strategically by learning how the Smith Maneuver converts non-deductible debt into tax-efficient investment opportunities. Explore readvanceable HELOCs, investment tracing requirements, and five powerful accelerators—including Cashflow Dam for rental owners and Debt Swap for existing portfolios. Avoid costly implementation mistakes like commingling funds, understand deductibility rules, and time your debt conversion strategically.

Jared Pilon
Topic: Personal TaxesGeneral Tax InformationCorporate Taxes
October 7, 2025 | View Post

Understanding Canada's Top Investment Opportunities and Their Tax Impacts

Navigate Canada’s investment accounts with clarity by learning how each impacts your taxes and long-term wealth. Explore RRSPs, TFSAs, RESPs, FHSAs, RDSPs, and non-registered accounts—and when each is most effective. Avoid costly mistakes like the RRSP estate tax trap, use TFSAs to protect benefits, and time FHSA contributions strategically. With the right account structure, you can align investments with your goals, reduce taxes, and build lasting financial security.

Jared Pilon
Topic: News & Updates
September 9, 2025 | View Post

Three Essential Questions That Determine Corporate Life Insurance Success

Navigate corporate life insurance complexities by answering three essential questions that determine success. Discover how to align your insurance strategy with business objectives, integrate it with your financial picture, and build the right professional team. Learn when corporate life insurance fits your business and how to avoid costly implementation mistakes.

Jared Pilon
Topic: General Business Information
August 6, 2025 | View Post

A Genius Way to Build Happier, More Productive Teams

Discover how the Working Genius model can help you build a stronger, more productive team by matching roles with each person’s natural strengths. Discover how this people-first approach, when combined with informed financial guidance, can enhance retention, increase productivity, and unlock hidden potential. Learn practical steps and real examples for aligning your team and your business for better results.

Jared Pilon
July 8, 2025 | View Post

How Small Business Owners Can Confidently Explore New Income Opportunities

In this article, we share how entrepreneurs can confidently tap into additional revenue streams. Drawing from the Tax Talk Podcast and real-world examples, we highlight key mindset shifts, branding tips, and marketing strategies to help you grow with clarity. Whether starting a side hustle or scaling an idea, small, intentional steps can lead to long-term financial success.

Jared Pilon
June 5, 2025 | View Post