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Blog
Business advisory services
The bright side of growing beyond yourself
Growing a business takes more than ambition, it takes knowing when to let go. This article looks at how delegation, trust and open communication help build a team capable of carrying the business forward, even when you're not in the room.
Shannon McIntosh
Oct 9, 2026
Podcast
Business advisory services
Tax advisory
Episode 41 – How life insurance fits into tax and estate planning for business owners
This episode of From the Source explores how life insurance can support tax, estate, and succession planning, including providing liquidity, funding tax liabilities, preserving wealth, and facilitating the transfer of assets between generations.
Sarah Netley
Francesca Loreto
Oct 2, 2026
Podcast
Business advisory services
Tax advisory
Episode 40 – Tax update: What the latest draft legislation means for Canadians
This episode of From the Source breaks down the latest draft tax legislation, including proposed changes to the Disability Tax Credit, transfer pricing relief, and a new Red Seal tradesperson bonus.
Sarah Netley
Francesca Loreto
Aug 26, 2026
Blog
Business advisory services
Corporate finance
The emotional rollercoaster behind a business sale — and how owners can ride it out
Selling a business is an emotional process. Mike McIsaac shares a control, influence, delegate framework to help owners stay steady through a sale.
Mike McIsaac
Aug 19, 2026
Podcast
Business advisory services
Tax advisory
Episode 39 – Immediate expensing and tax changes for manufacturers with Rebecca Adrian
Proposed Canadian tax changes under Bill C-31 could create valuable opportunities for manufacturers. Rebecca Adrian joins From the Source to break down the immediate expensing incentive, dividend refund rules, and what to know before making a major investment.
Sarah Netley
Francesca Loreto
Jul 16, 2026
Blog
Business advisory services
Corporate finance
Stop managing your time. Start managing your energy, attention and decisions
Discover how entrepreneurs can improve productivity and decision-making by managing energy, attention, and financial insights to drive sustainable business growth.
Shannon McIntosh
Jun 24, 2026
Blog
Business advisory services
Corporate finance
The quiet weight of secrecy: How to lead while preparing to sell your business
One of the most practical ways to reduce psychological load during the deal process is to decide who belongs in each of your “three circles of trust".
Mike McIsaac
Jun 24, 2026
Blog
Business advisory services
Corporate finance
The Maui Effect: Why business owners lose focus before the finish line
Selling your business? Disengaging too early can lower your valuation, extend timelines, and kill the deal. Here's how to avoid the Maui Effect.
Mike McIsaac
May 25, 2026
Blog
Business advisory services
The bright side of starting a business: What no one tells you early on
Starting a business takes more than ambition. It takes the right foundations. Shannon McIntosh breaks down the structures, systems, and strategies that support growth at every stage.
Shannon McIntosh
May 14, 2026
Podcast
Business advisory services
Tax advisory
Episode 38 – Spring Economic Update 2026
In this episode, Rebecca Adrian joins the From the Source team to break down the Spring Economic Update 2026, covering the tax changes and affordability measures that matter most for business owners and taxpayers.
Sarah Netley
Francesca Loreto
May 7, 2026
Podcast
Business advisory services
Agribusiness
Episode 37 – What qualifies as a farm for tax purposes?
The definition of a “farm” isn’t as simple as it seems, and the tax implications are bigger than you think.
Sarah Netley
Francesca Loreto
Apr 14, 2026
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