Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its… Read More »The Corporate Extraction Strategy
Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs. A testamentary trust is generally… Read More »Changes to the Taxation of Estates
Protection if you need it. A refund if you don’t. Critical Illness Insurance – Not Just for Adults Most of us have experienced or known… Read More »Juvenile Critical Illness with Return of Premium
In the April 2015 federal budget announcement, the Canadian government proposed raising the annual contribution limit for tax-free savings accounts (TFSAs) from $5,500 to $10,000.… Read More »Budget 2015 Changes for Seniors and Savers
A well-designed group benefits plan can be critical to attracting and retaining the right talent, as well as keeping employees healthy and productive at work. But… Read More »What stops small businesses from offering benefits?
by Georgia Barrington for Participaction. When we last wrote about the infamous ‘sitting disease‘ we explained how important it is to break up your sedentary time… Read More »9 Healthy Workplace Commandments
Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond. Many become risk adverse and move… Read More »The Estate Bond
BY David Wm. Brown and Sarah Brown Starting a conversation about someone’s age is a sure way to be the least popular person in the room.… Read More »Start a family conversation about elder care
Focusing on growth is harder when your co-owners are your relatives by Fred Pidsadny for ProfitGuide.com Family-run businesses are like elastic bands—they can be stretched only so… Read More »The 4 Cs of Conflict-Free Family Businesses
It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to… Read More »Pay Attention to Your Beneficiary Designation
Vancouver Location
850-1185 West Georgia St.
Vancouver, BC V6E 4E6
Tel: 604.662.5500
Fax: 604.662.3208
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500-2800 Skymark Avenue
Mississauga, Ontario L4W 5A6
We specialize in supporting business families by enhancing business continuity while preserving and transferring family wealth. Our approach ensures financial efficiency to sustain and grow your wealth, strategic risk management to protect it, and structured planning for a seamless generational transfer. By fostering accountability and long-term vision, we help secure your family’s legacy and business success.
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