Tax Planning

Tax planning provides significant opportunities for both the company and the family. Efficient tax planning provides more operating capital for the company as well as consumption capital for you and your family. It is important that a business owner understands the benefits of The Exempt Transfer from a tax planning perspective. 

January & February 2012 CLU Comment

March 8, 2012

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 271 for January and February 2012. This issue deals with Clarity of Intentions, Accounting for an Insurance Policy, More Opportunity to Save and Government … read more

November & December 2011 CLU Comment

January 4, 2012

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 270 for November and December 2011. This issue deals with Kiddie Tax Expands Its Reach, Business Investments Losses, Before the Tax Man Comes … read more

A way to pass on wealth without the burden of tax

April 15, 2011

Two facts stand out when it comes to insurance. One, Canadians rarely think about it. And two, there’s a good chance they don’t have enough of it. Polls and industry statistics consistently find a large percentage of us don’t have … read more