Confidential Tax Strategy Briefing
Welcome to Alexander Potter, Certified Financial Planner CFP®
With a deep understanding of the industry and a commitment to excellence, we specialize in providing tailored solutions to meet your unique needs. Our priority is to protect what matters most to you, offering peace of mind and unmatched dedication to ensuring your best interests are always at the heart of what we do.
The 30/30/30 Compound Effect: Incorporated Business Owners Are Keeping an Extra 30% of What They Earn Without Changing How They Work
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Your Business Needs Cash. So Does Your Life. Here’s How to Choose Wisely.
Most Canadian business owners make decisions that benefit the business but weaken their personal finances — or vice versa. The trick isn’t choosing one. It’s understanding the framework that keeps bot... ...more
Blogs
November 21, 2025•3 min read
AI Financial Planner?
Artificial intelligence can produce confident, polished answers. But in financial planning, asking the right questions — and having someone willing to challenge your assumptions — is where real value ... ...more
Blogs
October 22, 2025•2 min read
You Don’t Need a Product. You Need a Plan.
Financial planning isn’t about quick fixes — it’s about taking the right steps in the right order. This post breaks down how a planner helps you stay focused, adjust when needed, and move toward real ... ...more
Blogs
August 26, 2025•1 min read
Canada’s Real Estate & Trade Turbulence: Why Your Financial Plan Matters More Than Headlines
Trade numbers are fluctuating—exports and imports are shifting. The headlines scream “crisis.” Activity feels urgent. But your financial plan shouldn’t be ...more
Blogs
July 30, 2025•2 min read
Why Delaying Your Financial Plan Could Cost You — Or Not
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. ...more
Blogs
July 05, 2025•1 min read
The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping Them
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 p... ...more
Blogs
June 10, 2025•3 min read
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