Peter Zloty, Senior Investment Advisor

04/08/2026

Incorporated business owners often save through RRSPs, TFSAs, or corporate portfolios, but these structures carry tax costs that can meaningfully reduce long-term wealth.

The latest edition of Wealth Blueprint, Determining the Most Effective Tax Shelter for Long-Term Corporate Wealth, breaks down how contribution efficiency, tax drag, and estate rules differ across savings options, and why corporate-owned life insurance may offer advantages that traditional structures cannot match.

amazonaws.com

04/07/2026

One of the questions I get asked most often is how a trust could benefit a family like yours.

It's a great question, and one that deserves a thoughtful answer. Trusts come up regularly in planning conversations, but they're rarely well understood. And contrary to what many people assume, they're not exclusive to the ultra-wealthy.

For business owners, blended families, and anyone thinking seriously about what comes next, a well-structured trust can reduce probate exposure, support tax-efficient wealth transfer, and provide real clarity around how your assets are managed and distributed over time.

The latest edition of The Wealth Blueprint breaks it down. Read more about it here.

box.com

03/04/2026

cgf.com

03/03/2026

Morning Coffee – Tuesday, March 3, 2026

cgf.com

03/02/2026

Morning Coffee – Monday, March 2, 2026

cgf.com

02/26/2026

Morning Coffee – Thursday, February 26, 2026

cgf.com

02/25/2026

Morning Coffee – Wednesday, February 25, 2026

cgf.com

02/24/2026

Morning Coffee – Tuesday, February 24, 2026

cgf.com

02/23/2026

Morning Coffee – Monday, February 23, 2026

cgf.com

02/20/2026

Morning Coffee – Friday, February 20, 2026

cgf.com

02/19/2026

Morning Coffee – Thursday, February 19, 2026

cgf.com