As a Canadian business owner, where should you really be investing your money — RRSPs, TFSAs, or your holding company? It’s one of the most common questions we hear from entrepreneurs and family business owners who want to maximize wealth and reduce taxes.

In this episode of Family Office Insider, Jason Nagel shares the cautionary story of a successful family who over-invested in RRSPs and ended up facing a massive retirement tax problem. You’ll discover:

• Why over-contributing to RRSPs for retirement planning can backfire
• How a holding company investment strategy gives flexibility and control
• The crucial difference between investment advice and true financial planning
• Why tax planning for business owners is more valuable than chasing returns

If you’re a business family within 5–10 years of selling your company — or have recently sold — this episode will help you avoid costly mistakes and take control of your financial future.

Learn more at Three60wealth.ca.

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