Three60 Wealth

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Multiplying the Capital Gains Exemption with Your Kids – The Hidden Traps

July 06, 2026

For many Canadian business owners, the sale of a company represents the culmination of decades of hard work. One of the most effective strategies to reduce tax on that sale is the Lifetime Capital Gains Exemption (LCGE).

Tax Planning

Why CRA Tax Installments Catch So Many Business Owners Off Guard

June 01, 2026

Many successful business owners and incorporated physicians are surprised when the CRA suddenly requires them to start making quarterly tax installment payments. While the notices can feel overwhelming, understanding how installments work can help you avoid unnecessary stress, preserve cash flow, and make more informed financial decisions.

Set on a path in the woods as the green leaves are just starting to turn to golds and reds, a blended family of six are all leaning in close and happy for a casual, cozy portrait. The group includes two boys, two girls, a mom and dad. The two boys are getting piggy back rides from the parents on each end.

Family Office

Securing Wealth for Your Spouse and Children in a Blended Family

April 30, 2026

The financial industry is filled with professionals who hold impressive designations. These credentials require time, effort, and expertise to obtain, and they should be respected.

Family Office

Why Financial Designations Don’t Always Mean Financial Planning

March 29, 2026

The financial industry is filled with professionals who hold impressive designations. These credentials require time, effort, and expertise to obtain, and they should be respected.

Estate Planning

The Sneaky Tax That Surprises Business Owners at Exit: Understanding Canada’s AMT

March 08, 2026

When you sell your business, you expect to celebrate a major milestone, not face an unexpected tax bill. Yet many Canadian business owners are caught off guard by the Alternative Minimum Tax (AMT), a parallel tax system that quietly runs alongside your regular tax calculation.

Captain and woman copilot getting ready to fly airplane and takeoff with dashboard navigation in cockpit command. Airline crew fixing altitude level and with control panel buttons, flying plane.

Family Office

AI in the Financial Industry: Why Judgment Is Still the Job

January 30, 2026

If you believe AI can replace your accountant, lawyer, or financial planner, answer this question without asking AI for help.

BlogInsights and News

Multiplying the Capital Gains Exemption with Your Kids – The Hidden Traps

Why CRA Tax Installments Catch So Many Business Owners Off Guard

Securing Wealth for Your Spouse and Children in a Blended Family

Why Financial Designations Don’t Always Mean Financial Planning

The Sneaky Tax That Surprises Business Owners at Exit: Understanding Canada’s AMT

AI in the Financial Industry: Why Judgment Is Still the Job

^BlogInsights and News