Articles 

Discover why Estate Planning equals Business Planning—from choosing successors to minimizing taxes.

Life insurance is a key wealth management tool, ensuring financial security, tax efficiency, and legacy preservation for the affluent.

Plan your legacy wisely: Choose who benefits from your wealth—family, charity, or the taxman. Without planning, the taxman decides.

By Laura Fitzsimons As the end of 2024 approaches, it’s time for high-net-worth business owners and individuals to focus on tax...

Life insurance: more than protection. It secures estates, boosts investments, ensures business continuity, and offers tax advantages.

New capital gains rules risk 66% wealth loss for business owners. Plan now to reduce estate taxes and protect your assets.

By Laura Fitzsimons Did you know that September is Life Insurance Awareness Month? This month is dedicated to highlighting the crucial...

Permanent cash value life insurance is unique among investments due to its tax-exempt status under Canada’s Income Tax Act.

Explore Canada's budget changes on capital gains and tax strategies impacting business owners and investors.

By Laura Fitzsimons Embarking on the Journey to Financial Freedom As a business owner, the path to retirement is unique and deeply...

Secure your legacy and amplify charity through estate planning—merge wealth management and philanthropy for impactful, tax-efficient giving

Unique investment plans for business owners to grow and protect wealth, tailored to your personal and business needs.

By Kaylin Fitzsimons The two different types of insurance coverage, disability, and critical illness insurance, provide financial...

By Laura Fitzsimons Critical illness insurance is designed to provide financial protection to business owners in the event of a serious...

By Laura Fitzsimons Dear Business Owners, I hope this message finds you well. As we navigate the evolving landscape of tax regulations,...

By Laura Fitzsimons We are excited to bring to your attention a strategic financial opportunity that is often underutilized yet...

By Leo Almazora Second-generation woman advisor speaks out on her experience as a new mom, and why work-life balance can't be done solo...

By Kaylin Fitzsimons Introduction The prospect of early retirement is an alluring thought for many business owners. However, achieving...

By Kaylin Fitzsimons Here Are Three Tax Strategies for High-Net-Worth Professionals Introduction Most high-net-worth (HNW) professionals...

By Tim Leonard When you first started your business, you may not have imagined ever reaching the stage where you would be able to sell...