Gifting to Children and Grandchildren
Strategies for Business Owners and Professionals
Insured Retirement Program (IRP)
In this video, we review the benefits of a tax efficient strategy for Business owners and individuals that is designed to meet their current insurance needs and supplement their retirement income in the future.
Guaranteed Advantage
In this video we reveal a great alternative for a GIC, that is safe, provides better returns and doesn’t go through the probate process.
Segregated Funds
In this video we discuss an investment option that is designed for professionals and individuals and provides protection from market downturns and benefits from upturns, bypasses probate and can provide a life time income option.
Term Vs. Permanent Insurance
In this video we explain the difference between Term and permanent insurance, when it’s best to use each and which benefits you can expect to gain by using either.
Our 5 Step Process
In this video we reveal our 5-step process for helping you achieve a better financial future.
How can you get Critical Insurance coverage for FREE??!!
Are you a business owner who has retained earnings in your company or holding company and wishes to access these funds in a tax efficient manner? Did you know that you could leverage critical illness insurance in order to manage this health risk, while potentially being able to receive a tax-free return of your premiums?... Read More →
I maxed out my RRSP’s & TFSA’s – Now what?
People who have exhausted their RRSP and TFSA contribution room and wish to safeguard and enhance their estate holdings even further, using tax efficient strategies, may opt to over fund a life insurance policy. What is overfunding? When you over fund a life insurance policy, you deposit above and beyond what your regular premium is... Read More →
Leveraging – A Powerful Corporate Strategy!
Are you looking for a tax efficient way to access your company’s surplus? Leveraging strategy allows you to diversify your investments so that your money is not tied up in one investment – your business. It allows you to build wealth outside your company and accelerate your retirement income, while magnifying your returns. If you... Read More →