Business Owners & Entrepreneurs
Steward Group understands that your business success finances your life and personal responsibilities.
We navigate the complexity of this overlapping path for you to ensure a clear vision of the financial outcome of your hard work.
Resources for Business Owners & Entrepreneurs
Business Owners: A Steward’s Guide, Part 1
Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. A business consumes a large portion of your resources, time, and...
Why You Should Have a Capital Dividend Account in Your Corporation
One of the biggest secrets that successful business owners and entrepreneurs often don’t know about is the capital dividend account. The capital dividend account is a notional account, which means you will not see it unless there’s a balance. It allows for life...
What is the Capital Dividends Account and Why Should I Know About It?
The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it. This secret notional account could save you millions of dollars in tax. What is a Capital Dividend Account? A Capital Dividend Account (CDA) is...
What is Passive Income Tax and Are You Paying Too Much?
The Small Business Deduction, “reduces the corporate income tax that a corporation would otherwise have to pay in a taxation year throughout which it was a Canadian-controlled private corporation (CCPC)”. As the Government of Canada continues to outline, “A...
Three Ways to Save on Passive Income Tax in Canada
Passive income is a smart way to build wealth without overworking yourself. But you won’t the full benefit of a steady stream of passive income if you’re giving too much of that money to the CRA. In this blog, we explain the difference between active and passive...
The Capital Dividend Account Explained for Canadian Business Owners
The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it. This secret notional account could save you millions of dollars in tax. What is a Capital Dividend Account? A Capital Dividend Account (CDA) is...
Stop Giving the CRA Half of Your Retirement Savings
Traditionally Registered Retirement Savings Plans (RRSPs) were the number one tool for Canadians to build their retirement funds. But if you’re a successful business owner, the chances are that you’ll never see the real benefit of an RRSP because they’re not set up...
How to Properly Incorporate a Business from Day One
We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes to knowing when it’s the right time to incorporate and how to do it. What are the Benefits...
How to Decide How Much Money to Take Out of Your Corporation
As a business owner or incorporated professional, learning how to efficiently manage your cash flow is an important steppingstone to getting clarity in your finances. An unclear cash flow strategy and the failure to separate your personal and business finances will...
Growing an Investment Portfolio Inside of Your Corporation
If you’ve built a successful and profitable business, congratulations! As you accumulate profits inside of your business, you’re probably asking yourself how you can best utilize that money. Instead of letting your money sit in your corporation, it’s time to invest...
Business Owners: A Steward’s Guide, Part 1
Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. A business consumes a large portion of your resources, time, and...
Why You Should Have a Capital Dividend Account in Your Corporation
One of the biggest secrets that successful business owners and entrepreneurs often don’t know about is the capital dividend account. The capital dividend account is a notional account, which means you will not see it unless there’s a balance. It allows for life...
What is the Capital Dividends Account and Why Should I Know About It?
The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it. This secret notional account could save you millions of dollars in tax. What is a Capital Dividend Account? A Capital Dividend Account (CDA) is...
What is Passive Income Tax and Are You Paying Too Much?
The Small Business Deduction, “reduces the corporate income tax that a corporation would otherwise have to pay in a taxation year throughout which it was a Canadian-controlled private corporation (CCPC)”. As the Government of Canada continues to outline, “A...
Three Ways to Save on Passive Income Tax in Canada
Passive income is a smart way to build wealth without overworking yourself. But you won’t the full benefit of a steady stream of passive income if you’re giving too much of that money to the CRA. In this blog, we explain the difference between active and passive...
The Capital Dividend Account Explained for Canadian Business Owners
The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it. This secret notional account could save you millions of dollars in tax. What is a Capital Dividend Account? A Capital Dividend Account (CDA) is...
Stop Giving the CRA Half of Your Retirement Savings
Traditionally Registered Retirement Savings Plans (RRSPs) were the number one tool for Canadians to build their retirement funds. But if you’re a successful business owner, the chances are that you’ll never see the real benefit of an RRSP because they’re not set up...
How to Properly Incorporate a Business from Day One
We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes to knowing when it’s the right time to incorporate and how to do it. What are the Benefits...
How to Decide How Much Money to Take Out of Your Corporation
As a business owner or incorporated professional, learning how to efficiently manage your cash flow is an important steppingstone to getting clarity in your finances. An unclear cash flow strategy and the failure to separate your personal and business finances will...
Growing an Investment Portfolio Inside of Your Corporation
If you’ve built a successful and profitable business, congratulations! As you accumulate profits inside of your business, you’re probably asking yourself how you can best utilize that money. Instead of letting your money sit in your corporation, it’s time to invest...
Contact Us
If you would like to receive more information about our financial services, please contact one of our team members.
Rob Knight
Senior Wealth Advisor
Steward Group | iA Private Wealth
Insurance Advisor
Steward Group Insurance Services Inc.*
rob@stewardgroup.ca
519-621-3900 ext. 101
Andrew Nguyen
Associate Portfolio Manager
Steward Group | iA Private Wealth
Insurance Advisor
Steward Group Insurance Services Inc.*
andrew@stewardgroup.ca
519-621-3900 ext. 108
Alex McFadden
Associate Wealth Advisor
Steward Group | iA Private Wealth
Insurance Advisor
Steward Group Insurance Services Inc.*
alex@stewardgroup.ca
519-621-3900 ext. 107
Natalie Apparicio-Farrell
Associate Wealth Advisor
Steward Group | iA Private Wealth
Insurance Advisor
Steward Group Insurance Services Inc.*
natalie@stewardgroup.ca
519-621-3900 ext. 117
Locations
While Steward Group supports clients all across Canada, we also have offices in the following locations for your convenience. We can meet with you at the location most convenient for you.
Disclaimers
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth, and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
*Insurance products and services are offered through Steward Group Inc. an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Steward Group is a personal trade name of Rob Knight and Jordan Knight.
Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Services provided by Jordan Knight, Financial Advisor, Investia Financial Services Inc. are not covered by IIROC and the CIPF.
