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Read our latest blogs for business owners building long-term financial independence. Practical guidance on cash flow, retirement, investment, insurance, tax, and estate planning when mistakes get expensive and clarity matters most.

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Tune Into Our Latest Podcasts

Your Personal CFO Podcast is where Canadian business owners learn how to make better decisions across the five types of wealth: financial, time, physical, social, and mental, so they can live well, build wealth, and leave a legacy they’re proud of.

Feb 15, 2026

Ep.033: Get Tax-Free Money From Your Corporation

Guillaume share the mechanics of the CDA, how it allows for tax-free dividends, and the importance of strategic planning in utilizing this account effectively.

Tax Planning
Jan 29, 2026

Ep.032: Most Common Emotional Challenges of High-Income Earners With Money

Guillaume and Sam discuss the most common emotional challenges their clients face regarding money.

Behavioural Coaching
Jan 8, 2026

Ep.031: Inside the Mind of a Gold Medalist with Ben Rutledge

Guillaume and Ben, Olympic Gold medalist, discuss the importance of mindset, coaching, and the balance between process and outcome.

Behavioural Coaching
Nov 27, 2025

Ep.030: CRM 3 Is About to Change Everything: The Fee Shock No One Is Ready For

Guillaume and Sam discuss the upcoming changes to fee disclosure under CRM3, which will significantly impact how Canadians view their investment.

Investment Management
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