September 5, 2023
How to Invest and Save Tax Using Your Corporation
Too many business owners are not properly using their corporations to invest and save tax. The good news is, it’s never too late to start. If you want to get...
August 2, 2023
How to Access Your Life Insurance Policy Cash Value
Life insurance can be one of the most powerful tools to have in your financial plan. Aside from providing financial security for your loved ones when you pass away, you...
June 20, 2022
The Capital Dividend Account Explained for Canadian Business Owners
The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it. This secret notional account could save you millions...
June 6, 2022
Corporate-Owned Life Insurance: The Benefits for Business Owners
Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when you’re alive. As a business owner, your life insurance can...
May 31, 2021
Effective Insurance Strategy For Business Owners
We cover important questions and considerations that go into crafting an effective insurance strategy for business owners.
February 8, 2021
Life Insurance for Business Owners: Why It’s Time to Revisit Your Policy
Chances are, you are already aware of the importance of life insurance for business owners at this point. You probably purchased a policy when you started your business, hoping it...
November 23, 2020
Why Life Insurance Is The Most Efficient Financial Planning Tool
Life insurance is so often misunderstood. We meet clients who love life insurance and ones who don’t want to talk about it at all. But there’s a reason why people...
October 13, 2020
How To Use Life Insurance For Retirement
One of the biggest advantages of owning your own company is the ability to deduct business expenses so you are paying those expenses with pre-tax dollars. But what many entrepreneurs...