Articles
August 16, 2021

Passing of Bill C-208 Set to Boost Intergenerational Transfers

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May 31, 2021

How to Limit Income Taxes at Death

The taxes paid by your estate at the time of your death can be minimized with sound Canadian estate planning. Here’s what you need to know.

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June 28, 2021

How Do Trusts Protect Your Assets?

In Canada, a properly structured trust can help you, your family, and your business, to protect your assets, but an understanding of the tax implications around trusts is needed.

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July 5, 2021

Understanding Capital Gains Taxes in Canada

In Canada, capital gains taxes reduce your wealth, making it an important factor to account for in your wealth preservation strategy.

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June 21, 2021

Passing On Your Wealth: The Differences Between "Fair" and "Equal"

Generational wealth transfer does not always mean that your wealth is passed on fairly and equally among your children and loved ones. Use the right financial tools to prevent resentment from occurring when splitting your wealth equally is not possible.

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June 14, 2021

What is Critical Illness Insurance, and How Can It Protect My Business?

Having a critical illness insurance strategy in Canada is one of the best ways to reduce the financial burdens caused by a critical illness, and it ensures that your business is protected.

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June 7, 2021

Putting Insurance Misconceptions to Rest: How Insurance Will Secure Your Wealth

Life insurance should be a part of your Canadian asset protection plan. Here are several misconceptions you may have regarding life insurance. 

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May 24, 2021

Life Insurance Strategies to Secure Estate Equalization

Planning your wealth succession as a family business owner can be challenging. Let estate equalization advisors in Canada show you how life insurance can help.

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May 10, 2021

How Does Passive Investment Income Affect Your Corporate Income Tax Rates?

As a Canadian-controlled private corporation owner, you may find yourself struggling to save on income taxes with stricter regulations enforced. Learn how your passive income could be impacting this.

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