Publications

Kickstart Your Corporation: The Incorporated Professional’s Financial Planning Coach

Ranked #1 on Amazon’s Wealth Management, Corporate Finance and Corporate Finance in Accounting Best Sellers List.

A detailed look at financial planning strategies surrounding professional corporations for doctors, dentists, lawyers, business owners and other Canadian professionals.
 

Image: book cover of Kickstart Your CorporationIf you're a doctor, a dentist, a lawyer, or a business owner—virtually any type of professional in Canada—you strongly need to consider how incorporating fits into your financial plan.

A good financial planner should acknowledge they have absolutely no control of the markets. However, taxes are completely controllable, and having a corporation is a powerful tool that allows professionals to control their tax bill. Using a mix of personal observations, real-life examples, and strategy evaluations, this book guides the professional along their path to using their corporation in the most efficient way.

Kickstart Your Corporation: The Incorporated Professional's Financial Planning Coach is your practical guide to controlling your tax bill and taking advantage of all that a Professional Corporation has to offer. Drawing upon decades of hands-on experience in wealth management, author Andrew Feindel provides clear and accurate advice on making the incorporation decision, setting up and investing inside your corporation, optimizing your salary and dividend compensation mix, valuing permanent insurance on your corporate balance sheet, using prudent leverage, weighing the pros and cons of active or passive investment management, using alternative strategies like a Capital Gains Strip, Individual Pension Plans and Retirement Compensation Arrangements, and much more. 

  • Covers the basics of incorporating for the professional and business owner, including a review of the process and the costs to incorporate, and the likely benefits

  • Analyzes the best financial strategy for various situations

  • Offers real-world advice on structuring compensation, risk management, borrowing to invest, and the role of trusts in professionals’ financial plans

  • Written by a senior vice president at an independent leading-edge wealth management firm

  • Kickstart Your Corporation: The Incorporated Professional's Financial Planning Coach is essential reading for any professional who has incorporated and is looking to maximize benefits, and those wanting to incorporate for the first time with expert guidance.

Available to purchase through Amazon or Indigo.

Richie Feindel Wealth Management in the Media

Kickstart: How Successful Canadians Got Started

Image: book cover of KickstartIn 2005, recent graduates Alex Herman, Paul Matthews, and Andrew Feindel realized they werent entirely sure where they were going in life. Then they had an idea. Over the next two years, they interviewed 70 well-known Canadians and asked them how they got started. The answers they found were not always what they expected.

Kickstart profiles over 30 prominent Canadians, including professional athletes (former CFL star Norman Kwong), TV personalities (Valerie Pringle), Native leaders (Matthew Coon Come), and former prime ministers (Brian Mulroney). Their collective wisdom, offered in their own words, just might help readers "kickstart" their own lives and careers.

Available to purchase through Amazon or Indigo.