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

 

 

When clients ignore your out-of-office message

March 15, 2024 — Advisor.ca

 

 

 

Rate cuts are coming, but Canadian investors should also be eyeing banks and oil

December 29, 2023 — Financial Post

 

 

New art index hopes to create demand for investing in these collectible assets

December 19, 2023 — The Globe and Mail

 

 

 

Solving home bias when investing isn't simple, but there are strategies to overcome it

December 3, 2023 — Financial Post

 

 

How portfolio managers are gearing up for a bounceback in bonds

August 15, 2023 — The Globe and Mail

 

 

Why solving home bias in investing is more complicated than it sounds

August 12, 2023 — Financial Post

 

 

Investors turn to a variety of investment products in search of higher yield and income

June 6, 2023 — The Globe and Mail

Andrew Feindel is featured in the Globe and Mail discussing his approach to generating returns for his clients.

 

RRSP season investment fund flows falter to weakest level since 2009 as investors opt for cash

May 23, 2023 — The Globe and Mail

 

 

 

New insurance sales rules will create “happier” clients

May 8, 2023 — Investment Executive

New regulations regarding total cost reporting for segregated funds, the banning of deferred sales charges (DSCs) and a potential chargeback ban could be cramping the sales style of some insurance agents. But ultimately, those changes are good for the industry, say insurance sales professionals.

 

 

Federal budget measures put surplus stripping at risk

April 10, 2023 — Wealth Professional

With the new raft of tax measures unveiled in the federal budget, Canadian business owners and incorporated professionals may be seeing the end of a strategy to lessen the tax bite from taking large amounts of cash out of their private corporations.

 

Helping business owners weigh the salary vs dividend dilemma

March 6, 2023 — Wealth Professional

Andrew Feindel and Kyle Richie are featured in an article with Wealth Professional. They had the opportunity to weigh-in on whether business owners should take a salary or a dividend payout. Read the article to learn what they have to say.

 

How to manage RRIF withdrawals tax-efficiently to avoid ‘a hefty penalty’

February 13, 2023 — The Globe and Mail

Andrew Feindel is featured in the Globe and Mail sharing tips on how to manage your RRIF withdrawal tax-efficiently to avoid penalties.

 

Five steps to help clients when they lose their job

February 2, 2023 — The Globe and Mail

Andrew Feindel is featured in the Globe and Mail sharing tips on what Advisors should do for their clients if they ever find themselves in a job loss situation.

 

Andrew Feindel writes an article on ESG investing in the Financial Post

September 21, 2022 — Financial Post

Better governance, oversight give reasons to remain optimistic about the future of ESG investing

 

Combining public and private, and active and passive, can expand opportunities

February 22, 2022 — Investment Executive

Andrew Feindel and Kyle Richie discuss their approach and use a scenario to demonstrate its benefits

 

Robo vs Financial advice — Battle of the Canadian Wealth Market

January 14, 2022 — International Adviser

Questions being raised about whether tech start-ups can dominate in the HNW sector

 

Financial planning through the pandemic

May 11, 2021 — Advisor's Edge

Learn how businesses did during the pandemic thanks to Kyle Richie and team

 

Two advisors, one winning prescription

January 2021 — BMO Global Asset Management

Advisors Kyle Richie and Andrew Feindel reveal their secret sauce for serving Canada’s medical professionals.

 

Giving professionals the guidance they deserve

November 2, 2020 — Wealth Professional

Behind one independent wealth team's 20-year focus on medical professionals, and how they're giving back with a new book

 

Kyle Richie, guest panelist at the Private Wealth Canada Forum in Toronto

November 8, 2018 — Markets Group

 

To do better, think better

September 25, 2018 — Insurance Portal

Most financial advisors treat their clients well. Too bad they don’t give as much care to how they run their own firms, the Canada Sales Congress (CSC) was told.

 

Kyle Richie keynote speaker at the Canadian Sales Congress

June 19, 2018 — Insurance Portal

 

How Liberals can add ‘fairness’ to proposed tax changes

September 28, 2017 — The Globe and Mail

Since the federal government first unveiled its prospective changes to small-business taxation, it has remained unwavering in its commitment to "tax fairness" and a desire to expand Canada's middle class — a line it has been touting since the 2015 election campaign. But when you work with clients who will be affected by the proposals, what you see is a government that has decided to draw a bull's-eye around a tax regime that was designed to spur the small-business sector.

 

Embracing the details to capture a niche market

February 2015 — IG Magazine

Kyle and his team turn complexity in to clarity

 

Young Money: Go ahead, travel — it’s good for your career!

July 1, 2013 — Financial Post

With income for young people shrinking, is the dream of travelling worth the expense? Experts say it is not only doable with some planning, but it will enrich your career options

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.