Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. In this episode, we explore how tailored financial planning helps Canadian entrepreneurs, real estate investors, and families protect wealth, solve complex challenges, and secure their legacy.

Joining us is Johnathan Pollock, Managing Partner and Founder of Thompson & Pollock Wealth Inc., who shares his expertise in building holistic financial strategies for business owners in the trades, investors, and families. He also highlights practical solutions for liquidity, succession, and long-term planning.

Key Highlights:

1. Attracting Talent: Why benefits plans reduce turnover and boost morale in trades businesses.

2. Liquidity Challenges: How Insured Corporate Pension Plans help build tax-efficient wealth.

3. Cottage Succession: Using life insurance to plan for taxes and preserve family legacy.

4. Holistic Planning: Tailored strategies supported by a trusted professional network.

5. Future Legacy: Johnathan’s motivation and vision for helping entrepreneurs build lasting wealth.

Special Thanks to Our Partners:

• RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.