by Denis Bugeja | Dec 3, 2025 | Blog
The most wonderful time of the year is here! Whether you’re lighting the menorah, trimming the tree, or just enjoying some well-deserved cozy moments, we want to wish you and your loved ones a season filled with laughter, joy, and maybe a little too much dessert. As...
by Denis Bugeja | Nov 3, 2025 | Blog
Is It Time for Your Insurance Review? When was the last time you reviewed your insurance coverage? If it’s been a while, you might be due to ensure your protection still fits your life, your goals, and your finances. Why reviews matter Just like regular financial...
by Denis Bugeja | Oct 6, 2025 | Blog, Business Owners, Corporate, Incorporated Professionals, Insurance, Life Insurance
The Hidden Tax Surprise for Holding Companies (And the Insurance Solution) Meet John. After 30 years of building a successful business, he transferred his investments and savings into a holding company. It gave him structure, flexibility, and peace of mind, until we...
by Denis Bugeja | Aug 27, 2025 | Blog, Business Owners, Corporate, Incorporated Professionals
How Corporate Insurance Can Benefit Your Business When most people think of life insurance, they think of personal protection instead of business protection. For a business owner, corporate-owned insurance can be a powerful planning tool. It’s not just about risk,...
by Denis Bugeja | Jul 30, 2025 | Blog, Business Owners, Financial Advice, Incorporated Professionals, Individuals, tax
Summer at the cottage is full of memories: dockside coffees, late-night campfires, and the debate over who’s doing the dishes. My friend Peter owns a family cottage that both his children enjoy, and he recently told me he wants to pass it on now, rather than leave it...
