Articles 

The start of a new year is a good time to stress-test whether your policies still match your situation. By Laura Fitzsimons If you have corporate-owned life insurance in place, you've already addressed something many business owners overlook. But when did you last pressure-test your coverage against your current situation? It's easy to assume that once a policy is in place, the work is done. After all, premiums are being paid, the coverage exists, and it's one less thing to t

The VUMI Canada Prestige VIP Plan offers global private health insurance for Canadian executives and business owners. Enjoy priority access to diagnostics, world-class care, and tax-efficient corporate benefits worldwide.

A real-life case shows how CRA estate tax can lead to a $660,000 surprise. Discover how estate planning helps Canadian families reduce tax burdens and preserve wealth.

Corporate Owned Life Insurance (COLI) is a tax-efficient strategy that helps business owners and professionals protect their company, minimize taxes, and build long-term wealth. From cost savings on premiums to estate planning benefits, COLI ensures financial security for your family and business while preserving intergenerational wealth.

Explore smarter investing with Dimensional Fund Advisors, leveraging Nobel Prize-winning research and evidence-based strategies for low-cost, disciplined wealth growth.

Discover how Canadian business owners can grow corporate wealth and reduce taxes with tax-exempt life insurance, ensuring a more efficient wealth transfer to the next generation.

Did you know the biggest tax bill of your life might come after death? Many Canadians overlook the impact of estate taxes—until it’s too late. This article uncovers common estate planning mistakes and explains how strategies like life insurance can protect your legacy and help your loved ones avoid a financial burden.

Discover how life insurance can do more than protect your business. Learn how savvy entrepreneurs use it to access capital, reduce taxes, and strengthen financials.

A serious illness can strike without warning—are your finances ready? Learn how Canadians can use critical illness insurance to protect income, savings, and peace of mind.

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