Build, Protect, Optimize: A Financial Roadmap for Entrepreneurs

Build, Protect, Optimize: A Financial Roadmap for Entrepreneurs

This webinar gives new and early-stage business owners the clarity they need to set up their finances the right way from the beginning.

Whether you’re planning your launch, just opened your corporation, or want a stronger grasp of how your business and personal assets should work together, this session will give you the knowledge and confidence to build a solid financial foundation.

What We’ll Cover

• When is the right time to incorporate your business?
• How to structure your business finances to avoid costly mistakes later.
• Salary vs. dividends for new owners—how to pay yourself and why it matters.
• Key tax deductions and credits new business owners often overlook.
• How your corporation and personal finances connect—including RRSP, TFSA, and investing strategies.
• How to separate (and strategically link) business and personal assets for tax efficiency and long-term security.
• What new entrepreneurs must understand about shareholder loans, bookkeeping basics, and cash-flow management.
• Simple systems for staying compliant and audit-ready as you grow

Who This Is For

• Individuals thinking about starting a business
• Sole proprietors considering incorporation
• Newly incorporated business owners
• Incorporated professionals who want to optimize their compensation structure and build their retirement assets
• Early-stage entrepreneurs wanting a deeper understanding of how taxes, assets, and income planning work
• Anyone who wants to build financial confidence as they grow their business

What You’ll Leave With

• A roadmap for setting up your financial structure properly
• Practical steps to pay yourself tax-efficiently
• A better understanding of how to optimize business and personal financial planning
• Tools to reduce stress, stay compliant, and make confident money decisions

About the Speaker

Brandon is a wealth manager at Up Financial. He helps Canadians achieve financial freedom through clear, common-sense strategies that make wealth building simple and practical.

Drawing on his CPA background, Brandon combines experience in accounting and tax, developed through work with both multi-national corporations and local entrepreneurs. He noticed a growing disconnect between the accounting world and financial advisory. This realization inspired him to bridge the gap, combining his technical tax expertise with forward-looking financial planning to offer a comprehensive experience.