F.A.Q.

The Exempt Transfer

Tax Planning

Estate Planning

Succession Planning

Shareholder Planning

July & August 2020 – CLU Comment

                   We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 319 for July & August 2020.This edition of COMMENT looks at three issues: Underwriting insurance during … read more

September & October 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 317 for September & October 2019. This edition of COMMENT looks at two issues: Multiplying The Capital Gains Exception, and Maturing An RRSP. Read the full CLU Comment

July & August 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 316 for July & August 2019. This edition of COMMENT looks at four issues: The Unique Nature of a Policy Loan, Be Cautious when Structuring a Charitable … read more

May & June 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 315 for May & June 2019. This edition of COMMENT looks at four issues: Non-deductible Fines and Penalties, Fees Paid to a Power of Attorney, Managing … read more

March & April 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 314 for March & April 2019. This edition of COMMENT looks at four issues: Business Overhead Insurance, Beware of RRSP Over-Contributions, Rights or Things, and Employee Death Benefit. Read … read more

January & February 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 313 for January & February 2019. This edition of COMMENT looks at three issues: testamentary gift planning, tax filing season: a look back and ahead, and benefits … read more