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Life Insurance and the Capital Dividend Account
Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free.

How is Your Retirement Shaping Up?
If you are one of the lucky ones who participate in a pension plan, consider yourself to be very fortunate. Statistics show that only approximately one-third of paid workers in Canada are covered by a registered pension plan. * If your plan is a Defined Benefit Pension Plan (DBPP) you can consider yourself even more fortunate as this is considered to be the crown jewel of pension plans. The other type of plan available is a Defined Contribution Pension Plan (DCPP). So, how do these plans differ?

Family Business Planning Strategies
67% are at Risk of Succession Failure
If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good.
With 80% to 90% of all enterprises in North America being family owned, it is important to address the reasons why transition is difficult.
Learn how we can help you achieve your financial goals
Get in Touch
Cathcart Financial
Dan Cathcart, BSc. Engineering
Senior Advisor
Tel: 780-709-0711
Email: dan@cathcartfinancial.ca
9945 50 St NW 5th Floor, Suite 518
Edmonton, AB
T6A 0L4
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About
Dan is passionate about great financial planning and utilizes unique and personalized solutions. Being in the Business for some time now Dan has developed a process for working with his clients that puts them in the best position to succeed