Employee Ownership Trusts (EOTs): A Compelling Path for Business Succession, Stability, and Shared Prosperity

 November 19, 2025 |John Hastings CFA MBA
Succession planning has always been one of the most challenging moments in a business owner’s journey. Traditional approaches, selling to a competitor, private equity, or internal management, often create uncertainty for both founders and employees. But...
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Split income from joint accounts

 March 05, 2025 |John Hastings CFA MBA
Many couples assume they can split income from joint accounts to minimize their tax bills, but that’s not always the case. According to Canadian tax rules, each spouse must report income based on their individual contributions to the account. For example...
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Need a will? Check out Epilogue

 October 25, 2024 |John Hastings
If only we were to get a dollar for every client who either tells us they don't have a will, or that it hasn't been updated for a long-time.... As part of our offering, we do provide those qualifying clients with a will and estate consultation through...
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Are you using your TFSA to it's full potential?

 October 25, 2024 |John Hastings
So, what’s the big idea with TFSAs? Simple. They’re one of the best savings tools in Canada because they allow your investments to grow tax-free. That’s right, no tax on interest, dividends, or capital gains. The TFSA started back in 2009, and the government...
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