The Advisors Table
The plain-language playbook for Canadian business owners — a weekly podcast, in-depth articles, visual guides, and free tools on tax, legal, and valuation strategy. Hosted by Sunny Jaggi, Cedar Group’s Tax Principal.
Weekly tax strategy, on the record.
The strategies most accountants save for private conversations — CRA developments, planning moves, and the decisions that change a business owner’s outcome.
Get The Advisors Table in your inbox.
Weekly tax strategies, CRA updates, and planning insights for Canadian business owners, from Sunny Jaggi. Subscribing adds you to The Advisors Table newsletter — no spam, unsubscribe anytime.
Read the deep dives.
Should You Put Assets In Your Kids' Names? Why Wealthy Canadian Families Never Do
Wealthy Canadian families almost never put assets in their kids' names. Here's why, how a family trust works instead, and the timing decision worth $1.3 million.
Do You Need A Holding Company In Canada? The 5 Signs
A holding company can save hundreds of thousands in tax – or add needless complexity. Learn the five signs it makes sense, from surplus cash and investments to asset protection and business sales.
The RRSP Trap: Why CRA Takes 54% Of Your RRSP When You Die (And How To Stop It)
A $1 million RRSP can trigger a $540,000 tax bill at death. Learn the little-known strategy that can legally reduce that tax burden and preserve more wealth for your family.
The 3% Trick: How High-Income Canadian Families Legally Pay Less Tax On Investment Income
A legal 3% trust strategy can help high-income Canadian families shift investment income to children and save thousands in tax – but new AMT rules may now turn those savings into costly surprises.
Will vs. Trust: Which One Actually Controls Your Assets In Canada?
Most Canadians think their will controls everything they own – but beneficiary designations, joint ownership, probate, and tax rules often determine where assets actually go.
The Tax Rule That Punishes Canadians for Helping Family — And What You Can Do About It
New CRA bare trust filing catches family bank accounts, joint titles, crypto held for relatives—$50K penalties even if you owe $0 tax. Bill C-15 passed House, Senate next. Sign petition + download checklist before 2026 tax year.
Tax, explained visually.
Illustrated, swipe-through breakdowns of the rules and strategies business owners ask about most.
1 slide5 Signs You Actually Need A Holding Company
1 slideSame $1M RRSP, $390,000 Difference
10 slidesCRA Takes 54% Of Your RRSP When You Die
11 slidesWhy The Wealthy Never Gift Their Kids Anything
10 slidesThe 3% Trick For Your Kids
1 slideThe Power Of A Family Trust
Worksheets you can put to work.
Practical models and worksheets to run the numbers on your own situation. Free — we’ll email you the download.
Estate Planning Audit: Where Are Your Gaps?
Map every asset you own to one of three transfer buckets. See exactly who gets what when you die, and whether that's who you intended. Most people find at least one surprise.
The Holding Company Decision Guide
Find out if a holding company is right for you with a practical self-assessment covering tax savings, asset protection, and business planning.
The Family Trust Decision Guide
Use this guide to determine whether a family trust fits your situations and learn when it can help protect wealth, reduce tax, and preserve flexibility.
Prescribed Rate Loan Family Trust – Tax Savings Model
A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.
Listen, read, then let’s talk.
The Advisors Table is where Cedar Group thinks out loud. When you’re ready to apply it to your own situation, the first conversation is on us.