One is horseman here already. Two are just around the corner. The fourth looms on the horizon.
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life… Read More »The Clock is Ticking!
Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs. … Read More »Taxation of Life Insurance – New Rules Offer a Window of Opportunity
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
On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget. The provisions of the budget will be of particular interest to owners… Read More »Budget 2015 Highlights
Tax time is almost upon us and there are some recent changes which will affect many Canadian residents. The important changes to keep in mind… Read More »5 Recent Tax Changes for the 2015 Tax Season
By Anne Levy-Ward, BrighterLife.ca If you’re like many Canadians, your mailbox is jammed in the holiday season with greeting cards, mail-order catalogues, promotional calendars, sale… Read More »The benefits of year-end charitable donations
The Canadian income tax system is structured in such a way that taxpayers and their estates are often liable to pay significant taxes upon their… Read More »A Well-Structured Will
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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