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Capital Dividend Account for incorporated professionals

by Shamez Kassam CFA, MBA

November 2, 2026

Business Owner Pensions, Investment Strategies

CDA: The Most Important Financial Acronym for Healthcare Professionals

by Shamez Kassam CFA, MBA Healthcare professionals learn thousands of acronyms. RRSP and TFSA get most of the attention in financial conversations. If you’re...

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Institutional investment strategies for business owners

by Shamez Kassam CFA, MBA

October 21, 2026

Business Owner Pensions, Investment Strategies, Opinion

Institutional Investment Strategies for Business Owners: Managing Uncertainty

I was having lunch on recently with a friend, and we were talking about how much uncertainty there is in the world and in...

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financial advisor for incorporated professionals

by Shamez Kassam CFA, MBA

October 5, 2026

Business Owner Pensions, Dentists, Doctors & Healthcare Professionals, Opinion

Does Your Advisor Have the Whole Toolbox?

An incorporated healthcare professional (such as a dentist or doctor) will typically have a financial situation that is more complicated than a typical individual...

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CDA: The Most Important Financial Acronym for Healthcare Professionals

Institutional Investment Strategies for Business Owners: Managing Uncertainty

Does Your Advisor Have the Whole Toolbox?

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