F.A.Q.

Insurance Planning

Tax Planning

Estate Planning

Succession Planning

Shareholder Planning

May & June 2018 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 309 for May & June 2018. This edition of Comment looks at three issues: expanding the CRA’s inventory of data assets, measuring the economic cost of … read more

March & April 2018 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 308 for March & April 2018. This edition of Comment looks at two issues: The New TOSI Rules: Complexity And Challenges, and Figure One – Factor … read more

January & February 2018 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 307 for January & February 2018. This edition of Comment looks at three issues: Preparing for Tax Season, Clearance Certificates for an Estate, and Government Pension … read more

November & December 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 306 for November & December 2017. This edition of Comment looks at three issues: Tax-free Growth Worth Understanding, Tax Assessments and Reassessments, and Canada/Quebec Pension … read more

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