12 signs you need a financial

planner

1. You’re probably paying way too much in taxes.

Plan

Solopreneur Business Model: How to Build a Profitable One-Person Business

A long time ago, starting a business meant offices, payroll, meetings that should’ve been emails, and a boss-like stress level before you even made your ...

Diverse professionals collaborating in a modern office space, focused on teamwork and project management.

Choosing a private wealth management firm in Canada

If you’re a Canadian business owner, “money management” usually isn’t one job. It’s a pile of connected jobs: corporate structure, tax planning, retirement income, estate ...

A diverse group of adults at work, enjoying a casual meeting indoors with focus and smiles.

Why a family enterprise advisor makes all the difference

I grew up around a family business where “meetings” happened at the kitchen table and in the pickup on the way to the shop. We ...

Minimalistic black and white staircase with sharp angles and clean lines, showcasing modern architecture.

The 18-month growth plan

This post outlines a practical 18-month business growth plan—choosing one primary bet, turning it into controllable levers, checking capacity and cash, and working in three ...

Business Resilience Strategy: How to Prepare Your Business for Uncertain Times

If the last few years have taught businesses anything, it’s that certainty is a luxury. A pandemic shut down the world. Supply chains collapsed. Inflation ...

A woman sits at a desk in a dimly lit office, contemplating while using a laptop.

From founder-led to team-led

Building managers who actually manage.

Side view of bearded male master in casual clothes standing at workbench and fixing details with professional metal instrument

The 5-minute follow-up for home service businesses

Check out this “5-minute follow-up” system—short, repeatable touches you can do daily without derailing your schedule. It’s simple, it’s respectful, and it books more jobs.

father and son, walking, railway, railroad, gravel, silhouettes, nature, sunset, family, dusk, twilight, walking together, parent, fatherhood, parenthood, love, child, joy, childhood, father, boy, kid, together, railroad tracks, adventure

How financial advisors can help you create generational wealth

When people talk about “generational wealth,” they often picture big inheritances, real estate portfolios, or successful family businesses. In reality, generational wealth is less about ...

A young entrepreneur gives a presentation on startup strategies indoors with a flip chart.

Energy management for owners: work less, win more

When your energy is scattered, decisions slow and small issues get expensive.