F.A.Q.

Insurance Planning

Tax Planning

Estate Planning

Succession Planning

Shareholder Planning

September & October 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 305 for September & October 2017. This edition of Comment looks at three issues: can a corporate-owned life insurance policy be paid as a dividend in-kind, … read more

July & August 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 304 for July & August 2017. This edition of Comment looks at two issues: charitable giving of corporate-owned life insurance, and joint tenancy in the … read more

May & June 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 303 for May & June 2017. This edition of Comment looks at four issues: prescribed interest rates, charitable donations, the changing face of Canada’s labour market, … read more

March & April 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 302 for March & April 2017. This edition of Comment looks at two issues: tax-free savings accounts: understanding contribution limits, and eight tips for saving on 2016 … read more

January & February 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 301 for January & February 2017. This edition of Comment looks at three issues: when contracts result in unintended tax consequences, a new year: revisiting marginal … read more

November & December 2016 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 300 for November & December 2016. This edition of Comment looks at: important changes to principal residence exemption, changes to the capital dividend account, … read more