by Portfolio Planning | Aug 6, 2026 | 2026, Blog, financial advice, incorporated professionals
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. The average incorporated doctor who comes to us for the first time is bleeding somewhere between $20,000 and $60,000 a year in avoidable tax....
by Portfolio Planning | Jun 15, 2026 | 2026, Blog, financial advice, tax
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. If you have ever been told that the best move for an incorporated doctor is to keep as much money in the corporation as possible and invest...
by Portfolio Planning | Apr 30, 2026 | Blog, financial advice, financial planning, investment
Prefer to listen? This article is based on Episode 4 of our Portfolio Talks podcast. Listen to the full episode here. You just finished training. The white coat is on, the first paycheques are landing, and suddenly everyone has an opinion on what you should do with...
by Portfolio Planning | Sep 30, 2025 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees
Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall...
by Portfolio Planning | Aug 31, 2025 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees
When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
by Portfolio Planning | Jun 30, 2025 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax
10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
