Life Stages

Working with you at every stage of your life.

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Protecting Estate Values When Your Investments Decline

May 1, 2025

After paying off any liabilities, taxes arising at death, last expenses etc., what is left over is what your family will use to maintain the lifestyle that you created for them.

Life Insurance and the Capital Dividend Account

April 1, 2025

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?

March 3, 2025

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

February 3, 2025

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.

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Working with you at every stage of your life.

Latest News

Protecting Estate Values When Your Investments Decline

Life Insurance and the Capital Dividend Account

How is Your Retirement Shaping Up?

Family Business Planning Strategies

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