New Tax Legislation Alert

Effective January 1, 2017 new tax legislation will come into effect that may affect your life insurance policy.

Should I Incorporate?

Sole Proprietorship vs Incorporation?
When should I incorporate? What’s the difference? We highlight the differences showing setup costs, admin costs, business losses, control, liability, taxes and selling the business.

Corporate Extraction Methods

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.

Brexit Commentary

Investment Company opinions on Brexit.

Impact on Life Insurance

Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

Sit down with us to do a review prior to the changes coming into effect.

Exempt Test Legislation

Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

Sit down with us to do a review prior to the changes coming into effect.

CBC Marketplace: In Denial