Small Business Financial Advisor Edmonton
You Nurture the Business, We Nurture its Financial Health
Small business owners have a lot on their plates.
Between acing customer satisfaction, running operations and implementing your business plan, keeping track of the financial goal often proves challenging.
Here’s where D.W. Good Investments steps in. Your trusted partner in making the right decisions on owner pay, cash flow, and tax planning with real numbers.
- Trusted Partner
- Clear, Structured Guidance
- Long-Term Wealth Discipline
- Tax & Investment Coordination
Proven Track Record
Experience. Scale. Trust.
Years Experience
Guiding clients through multiple market cycles
Under Management
Assets managed with disciplined, long-term focus
Active Portfolios
Serving individuals, families, and business owners
Client Satisfaction
Built on long-term relationships and trust
Structured Business Financial Advisory
Here's What's on Offer for Entrepreneurs at D.W. Good Investments
1. Business Financial Snapshot
A combined snapshot of your business and personal financial situations in one view.
2. 12-Month Cash Flow Planning
A 12-month cash flow plan built around how Edmonton businesses actually get paid, including uneven months.
3. Owner Compensation Strategy
An owner pay plan, salary, dividends, or a mix, based on your business operations and long-term goals.
4. Integrated RRSP & TFSA Planning
A plan for RRSP and TFSA tied to how you pay yourself to meet your personal goals.
5. Retained Earnings Strategy
A retained earnings plan, so you decide what stays in the company vs moves to personal savings.
6. Structured Review Cadence
A review cadence with clear triggers, income tax time, new hire, new lease, new business loan, and even new partners.
Business Planning for Edmonton Entrepreneurs
We Cater to Various Business Needs for Entrepreneurs in Edmonton
This work usually comes down to a few Edmonton-real decisions
- How you pay yourself when revenue is lumpy during times of trade uncertainty
- How to separate business planning and personal spending neatly
- How much cash you keep in the business account, and why
- How you plan for tax return and tax benefits, so April does not surprise you
- How you handle partner risk, key staff risk, and loan risk
- How you plan retirement when most of your net worth sits inside the business
The Process
How it Works?
The D.W. Good Process
Step 1: Connect
Our financial planner connects with you to know your business strategy, revenue pattern, owner pay, and much more.
Step 2: Plan
You share relevant documents that help us map cash flow, tax incentives, savings, and risk tolerance in one plan.
Step 3: Plan
We walk you through options, tradeoffs and a comprehensive financial plan. You pick the next moves for the next 30 to 90 days.
Step 4: Review
We share routine updates for your peace of mind and stay flexible with every change: new contract, new loan, new staff, new goals, potentially, even a new business idea.
What We Do
Services
Structured financial advisement services designed to support cash flow clarity, tax coordination, and long-term business stability.
Owner Pay Planning
Salary, dividends, and everything in the mix, built around your personal goals, financial needs and cash flow.
Cash Flow Planning for owner-operators
Plan around uneven months, taxes, and operating expenses.
Retained earnings and investing plan
Decide what stays in the corporation and what moves into personal savings.
Risk and continuity planning
Plan around partner risk, key staff risk, and loan protection.
Retirement planning for business owners
Build a retirement plan that does not rely on selling the business at the perfect time.
Your Advisory Team
Experienced Advisors.
Focused on Your Financial Well-Being.
We work with business owners to improve cash flow, manage costs, and build a stronger financial foundation. When your numbers are clear, your business moves forward with confidence.
Dan Good
President and Advisor
Michael Good
Financial Advisor
Brian Esler
Investment Advisor
Laszlo Szojka
Investment Advisor
Trish Branter
Investment Advisor
Greg Lindholm
Investment Advisor
Clear. Fair. Transparent.
Fees and how we get paid
We believe in transparency, fairness, and clarity in how we are compensated.
No Sales Fee
100% of your investment amount is actually invested. We do not deduct upfront commission/sales fee.
On-going Management Fees
Our compensation comes from a portion of the fund’s ongoing management fees for servicing your account.
Detailed Fee Structure
Transparency from the word go. We walk you through our fee structure in detail before you commit.
No Exit Penalties
Plan to sell or redeem your investment? We don't charge exit penalties.
Edmonton-Based Advisors
Meet us in Edmonton
Accelerate your financial security, meet us in-person in our Edmonton office.
A local team with decades of experience guiding retirement decisions.
Business Cash Flow Calculator
Calculate Your Business Cash Flow Runway
A practical tool to assess cash flow stability and plan for sustainable business growth.
Business Runway Calculator
Strategic cash flow forecasting for Edmonton small businesses. Determine how long your capital will last at your current burn rate.
*Runway calculated based on net burn rate including tax provisions.
FAQ's
Frequently Asked Questions
Clear guidance on common business planning questions and how we work with clients.
Should I pay myself a salary or dividends in my situation?
There’s no generic answer, as the choice depends on your business cash flow, personal income needs, tax situation, and long-term goals.
What documents should I bring to the first call?
Your recent personal and corporate tax returns, financial statements, any incorporation or stakeholder documents.
Can we meet in Edmonton?
Yes, we offer in-person meetings in Edmonton, as well as virtual meetings.
Contact us
Businesses Grow with Sound Financial Advisory. Secure Yours Today.
Find guidance, expertise and experience at D.W. Good Investments. Disciplined saving is a step away.