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An Insurance Perspective on Protecting Your Estate from a Tax Bill

Without proper planning, your family could face a hefty tax bill after your passing. Learn how to defer or eliminate ...

How Life Insurance Can Assist in Business Succession Planning in Canada

Discover how life insurance plays a vital role in business succession planning in Canada. From funding buy-sell agreements to providing ...

Your Guide to Capital Gains Changes in 2024

The Canadian government recently introduced big changes to capital gains in the 2024 Federal Budget. You’re probably wondering how it ...

Navigating Tax Deductions for Life Insurance Premiums

Considering that the proceeds of a life insurance policy are received tax-free upon the death of the life insured, it ...

Cascading Life Insurance: A Way to Pass Down Wealth Through Generations

Are you a parent or grandparent interested in transferring wealth to your kids or grandkids in a tax-efficient way without ...

Understanding Early CPP: When and Why to Consider It

New Rules governing the Canada Pension Plan took full effect in 2016. Under these rules, the earliest you can take ...