ANR Wealth Blogs

The Coordination Gap: Why Three Advisors Isn't a Plan | ANR Wealth

Stacy Arseneault

Published on: 08/23/2026

A business owner had $500K in corporate cash and two advisors telling him what to do with it. Neither asked what it was for. Here's what coordinated planning actually looks like.

holdco vs opcofamily trustlifetime capital gains exemptionsuccession planningcorporate cash

What Is a Holding Company — And Do You Actually Need One?

Stacy Arseneault

Published on: 03/27/2026

A holding company can improve tax efficiency, protect assets, and support exit planning—but only if it’s structured correctly within your overall financial plan.

holding company Canadawhat is a holdcoholdco tax benefits Canadacorporate structure for business ownersasset protection Canadaholdco vs opcointegrated financial planning Canadabusiness owner tax strategyexit planning Canada