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        • Ownership & Beneficiary
        • Personal Ownership of Life Insurance
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      • Financing of Life Insurance Premiums
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      • Insurance Company Financial Strength

Latest Insights

Latest Insights
December 2, 2020

Estate Freezes & Refreezes

Estate Freezes and Refreezes are valuable tools for managing the tax liability that arises on…
Latest Insights
November 20, 2017

Business Dynamics & The Next Generation.

Creating a climate where intergenerational transitions are supported. "Shirtsleeves to shirtsleeves in three generations,” they…
Latest Insights
December 13, 2016

Effective Succession & Estate Planning.

Effective succession and estate planning require a holistic approach. It can take a lifetime –…
Latest Insights
January 1, 2016

Innovative Life Insurance Strategies.

Increasing tax rates for individuals and investment holding companies: Is there an alternative strategy? Welcome to…
Latest Insights
February 12, 2013

A Message For High Net Worth Canadians.

What are some of the ways that life insurance can help high-networth individuals protect their…
Latest Insights
January 25, 2013

Life Insurance Tips For The Wealthy.

What are some of the key ways in which life insurance enables HNW financial planning strategies?…

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Toronto, Ontario M5V 2C3

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  • Home
  • Who We Are
  • Insights
  • Estate Planning Guide
    • Life Insurance
      • Life Insurance Overview
      • Where is Life Insurance most Often Used?
      • Types of Life Insurance
        • Types of Life Insurance
        • Term Insurance
        • Permanent Insurance
      • Application Process & Underwriting
      • Ownership & Beneficiary
        • Ownership & Beneficiary
        • Personal Ownership of Life Insurance
        • Corporate Ownership of Life Insurance
        • Capital Dividend Account
        • Beneficiary Designations
      • Financing of Life Insurance Premiums
      • Making a Claim
      • Insurance Company Financial Strength
      • Taxes on Out of Country Moves
    • Personal & Corporate Tax
      • Tax Basics
      • Taxes on Income
      • Taxes on Capital Gains
      • Taxes on Different Types of Dividends
      • Estate-Related Taxes
      • TAX ISSUES FOR BUSINESS OWNERS
        • Passive Investment Income and The Small Business Deduction
        • Revised Tax Rules on Split Income
    • Estate Planning
      • Estate Planning Introduction
      • WILLS
        • The Benefits of a Will
        • Power of Attorney and Living Wills
      • Trusts
        • Types of Trusts
        • 21-Year Rule
      • Estate Related Taxes in Canada
      • Estate Freeze
        • Estate Freeze Overview
        • Advantages of Estate Freezes and Issues to Consider
        • Types of Freezes
        • Serial Redemptions (Wasting Freezes)
      • Shareholder Agreements
      • Life Insurance and Estate Planning
      • The Benefits of Charitable Gifting
      • Moving Out of Canada
    • Business Family Governance & Succession Planning
      • Business Family Governance – Overview
      • Family Business Governance
        • Business Family Governance, Succession Planning and Related Issues Overview
        • Business Governance
        • Family Governance
        • Ownership Governance
      • Succession & Continuity Planning
        • Succession & Continuity Planning
        • Linking Succession and Governance
      • Family Office
      • Domestic Contracts
      • Raising Children in a Wealthy Household
        • Raising Children in a Wealthy Household Overview
        • The Financially Intelligent Parent
        • Children of Paradise
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