Hall Wealth Counsel

06/16/2026

Every June 30, I have the same conversation with business owners.

They've just filed their corporate return. The accountant is done. The numbers are in.
And then they ask me: "So… what should I have done differently?"

That question always stays with me.

Because the best time to answer it isn't after you file, it's before. The strategies that make the biggest difference for incorporated business owners aren't complicated, but they take time to put in place. Things like making sure your corporation is funding your retirement in the most tax-efficient way possible. Or knowing whether the salary you're drawing is actually working for you, not just for CRA.

If you're an incorporated business owner and you just filed your T2, I'd encourage you to use this moment. Not to stress about what's done, but to start thinking about what comes next.

That conversation? I'm always happy to have it.
📩 Reach out anytime — [email protected]

06/09/2026

Do I really need a domestic agreement if I already have a will?

I get asked this more than you'd think.

And every time, my answer is the same: a will is not enough.

Here's why. If you don't have a domestic agreement in place, your partner has legislated property rights under provincial law, and they can choose to ignore your will entirely and rely on those rights instead. A will cannot override that.

I've seen families spend years building wealth, sometimes including a family business, only to have it put at risk during a relationship breakdown, simply because no one had that conversation early enough.

A domestic agreement doesn't mean you don't trust your partner. It means you've both agreed, while things are good, on what happens if they're not. That's not pessimistic, that's planning.
If you'd like to learn more, I've put together a short primer on domestic agreements on our website.

Prenuptial, cohabitation, or marriage agreements, learn how a domestic agreement protects your assets, your family, and your estate plan in Canada.

06/02/2026

If you're over 40, incorporated, and have never heard of an IPP… this one's for you.
In this interview I break down what an Individual Pension Plan is and why it might be one of the most powerful, and overlooked, retirement tools out there.
Hit play 👇

05/05/2026

Your corporation is sitting on a tax-deduction goldmine you haven't touched yet 💼

Most business owners rely solely on RRSPs for retirement, but there’s a more powerful tool: the Individual Pension Plan (IPP).

Next Tuesday, May 12, 2026, I’m hosting a webinar on IPP, the hidden gem for incorporated professionals. So if you want to:

✅ Reduce corporate taxes significantly
✅ Maximize retirement contributions beyond standard limits
✅ Create a predictable pension income
..then this session is for you.

We’ll discuss how "past service contributions" can be a game-changer for your 2026 tax planning.

See you there! https://ow.ly/mBtB50YVbHE

This link will take you to a page that’s not on LinkedIn

05/05/2026

Your corporation is sitting on a tax-deduction goldmine you haven't touched yet 💼

Most business owners rely solely on RRSPs for retirement, but there’s a more powerful tool: the Individual Pension Plan (IPP).

Next Tuesday, May 12, 2026, I’m hosting a webinar on IPP, the hidden gem for incorporated professionals. So if you want to:

✅ Reduce corporate taxes significantly
✅ Maximize retirement contributions beyond standard limits
✅ Create a predictable pension income
..then this session is for you.

We’ll discuss how "past service contributions" can be a game-changer for your 2026 tax planning.

See you there! https://lnkd.in/e6tcw4nu

This link will take you to a page that’s not on LinkedIn

04/02/2026

Thoughtful planning can turn “maybe someday” into real experiences. Over the past few years, I’ve seen clients completely change how they approach life and money.
Some have even chosen to prioritize travel in a big way, like planning $40K+ annually over the next few years to explore the world.

And once they make that decision, everything shifts.
That’s the power of financial clarity. It gives you permission to live.