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Carney Cans Capital Gains Tax Increase

  • by Financial Confidence
  • March 27, 2025March 29, 2025

Capital Gains Tax Hike Cancelled – What It Really Means for Your Wealth Strategy The federal government has officially cancelled the proposed increase to the… Read More »Carney Cans Capital Gains Tax Increase

Unlocking Trapped Surplus in a Corporation

  • by Financial Confidence
  • December 11, 2024March 19, 2025

Advisors to some of the country’s wealthiest business families joined the Financial Confidence team on November 20th for an in-depth discussion on the tax optimization… Read More »Unlocking Trapped Surplus in a Corporation

Leave Your Business? It’s Inevitable

  • by Financial Confidence
  • April 16, 2024April 16, 2024

When two streams of thought begin to converge, owners begin to take a serious look at exiting their business.

Optimism: A Friend and a Foe of Business Continuity Planning

  • by Financial Confidence
  • March 7, 2024March 7, 2024

Continuity planning insights for optimistic business owners

PODCAST: The Emotional Maze of Exit Planning

  • by Financial Confidence
  • March 7, 2024March 7, 2024

Join Charis Santillie, CFLC, CFT for a deep dive into what every entrepreneur needs to hear about Exit Planning

National Ballet of Ukraine

  • by Financial Confidence
  • January 15, 2024January 15, 2024

Financial Confidence is honoured to be a sponsor of the National Ballet of Ukraine.

2024 Wealth Management Guide

  • by Financial Confidence
  • January 15, 2024January 15, 2024

A great, easy-to-read guide written by Cindy David, CFP, CLU, FEA, TEP.

What’s the Recipe for Family Gifting Success?

  • by Financial Confidence
  • April 9, 2021April 9, 2021
  • 1 Comment

It’s a special blend of love, prudence, and life insurance

Staying Afloat in a Tax Tsunami

Staying Afloat in a Tax Tsunami

  • by Financial Confidence
  • March 8, 2021March 8, 2021

Huge waves of debt threaten all your assets

Four Horsemen of the Taxpocalypse

Four Horsemen of the Taxpocalypse

  • by Financial Confidence
  • December 15, 2020December 15, 2020
  • 1 Comment

One is horseman here already. Two are just around the corner. The fourth looms on the horizon.

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Mississauga, Ontario L4W 5A6

Recent News

Carney Cans Capital Gains Tax Increase

Unlocking Trapped Surplus in a Corporation

Leave Your Business? It’s Inevitable

Optimism: A Friend and a Foe of Business Continuity Planning

PODCAST: The Emotional Maze of Exit Planning

About Us

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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    Copyright © 2024 Financial Confidence®

    • Our Clients
      • Business Families
      • Business Owners
      • Executives
      • Professionals
      • Case Stories
    • Our Approach
      • Life Insurance Value Optimization
      • Business Continuity
      • Exit Planning
      • Employee Benefits
      • Purposeful Wealth Transfer
    • About Us
      • Our Team
      • Our Story
      • Multi-Disciplinary Team
      • The Business Family Advisor
      • The Trust Breakthrough
      • The Empowered Confidence Process
      • The Dangers
    • Insights
    • Careers