Why Delaying Your Financial Plan Could Cost You — Or Not

Why Delaying Your Financial Plan Could Cost You — Or Not

Why Delaying Your Financial Plan Could Cost You — Or NotAlexander Potter, CFP®
Published on: 05/07/2025

Putting off your financial planning may feel harmless — even smart — when life is busy. But delay comes at a cost. Here’s what you gain, and what you risk, by waiting.

Blogs
The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping Them

The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping Them

The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping ThemAlexander Potter, CFP®
Published on: 10/06/2025

There’s a saying among business owners: “Revenue is vanity, profit is sanity, and cash flow is reality.” But there’s another reality that doesn’t get talked about enough—how much of your hard-earned profit quietly ends up funding Ottawa’s priorities instead of your own.

Blogs
Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your

Business

Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your Business

Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your

BusinessAlexander Potter, CFP®
Published on: 17/05/2025

Most business owners rely on accountants—but that’s only half the equation. Learn how pairing a financial planner with your accountant can help you reach your goals faster and more efficiently.

Blogs
You're Not Superman: The Hidden Risk of Putting Off Insurance

You're Not Superman: The Hidden Risk of Putting Off Insurance

You're Not Superman: The Hidden Risk of Putting Off InsuranceAlexander Potter, CFP®
Published on: 02/05/2025

Too many business owners delay getting insured out of fear—only to discover too late that they no longer qualify; this post explains why it’s always better to know where you stand now.

Blogs