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Articles
- Be The One
- Part 1: The Estate Freeze
- Part 2: Investing For The Estate Freeze
- Unlocking Intergenerational Succession
- Freeze, Fund, & Feature
- Tax Apportionment in Estate Planning
- Beneficiary Designations and Resulting Trusts Revisited
- Part 1: Legacy Gifting Private Company Shares
- Part 2: Legacy Gifting Private Company Shares
- Reduce Estate Shrinkage
- Take Time For Your Legacy
- Take Five
- Look Across
- Lest We Forget
- Retirement Income
Mission
Much like a conductor guiding an orchestra, we align the goals of our clients and the advice of their trusted advisors with our professional expertise to craft affordable, effective life insurance-based solutions.
Our team delivers outstanding support and expertise in navigating the complexities of Canadian life insurance. We collaborate closely with clients and their trusted advisors to create tailored solutions that address both immediate needs and long-term financially-based, estate goals and objectives. With a deep knowledge of corporate taxation and Canadian life insurance, we specialize in creating carrier-based life insurance solutions for succession, tax reduction strategies, insurability, and estate tax liquidity goals. Whether focused on family needs, shareholder or succession, tax-driven investments, or complex estate tax issues, we are committed to securing the best possible outcomes. Our personalized solutions not only address current concerns but also align with each clients' broader financial, estate-focused objectives. Our proactive, goal-oriented approach emphasizes foresight and careful planning to ensure long-term financial security and success. Keeping at the forefront of industry developments, our team continuously updates our practices to reflect the latest legislative changes, life insurance carrier strategies, and partnerships. Our clients benefit from the most current advice, innovative strategies, and expert insights, keeping them compliant and competitive. We take pride in the strong relationships that we build with our clients and professional partners. Recognizing that life insurance can be complex to navigate for our clients and their advisors, we make the process clear, focused, and tailored to your unique financial needs. Our client-centric solution is built on open communication, mutual collaboration, transparency, and a dedication to delivering customized solutions that align with your goals. Principles Open to work with all clients. Be professional at all times. Deliver the best possible value. Practice continuous improvement. Actively contribute within our communities. |
