ANR Wealth Blogs

The Lifetime Capital Gains Exemption: What It Is and Why Most Owners Aren't Ready for It

Stacy Arseneault

Published on: 03/27/2026

The Lifetime Capital Gains Exemption can save business owners millions—but only if they qualify, and most don’t without proper planning years before exit.

lifetime capital gains exemption CanadaLCGE qualification rulesqualifying small business corporation Canadabusiness sale tax Canadacapital gains tax exemption Canadaexit planning business ownerscorporate structure Canadaholdco and LCGEintegrated financial planning Canada

When Is the Right Time to Get Your Plan Coordinated?

Stacy Arseneault

Published on: 03/27/2026

Learn when Canadian business owners should move to integrated advisory—and the key signs your financial plan needs coordination before gaps become costly.

integrated advisory timingwhen to get financial planning helpbusiness owner financial strategy Canadaintegrated financial planningholdco tax planning Canadaexit planning business ownersestate planning for business ownerscoordinated financial strategywealth planning Canada

What Is an Integrated Advisory Firm — And Why Does It Matter for Business Owners?

Stacy Arseneault

Published on: 03/27/2026

An integrated advisory firm aligns tax, investments, insurance, and estate planning into one strategy—helping business owners move beyond disconnected advice.

integrated advisory firmintegrated financial planningbusiness advisory services Canadafinancial advisors vs accountantscoordinated financial strategywealth planning for business ownerscorporate financial planning Canadaexit planning business ownerstax and investment integration