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Category: Business Succession Planning

What is Key Person Insurance?

October 1, 2016blog, Business Succession Planning, Featured Articles, Life InsuranceFinancial Tech Tools

Most business owners understand that assets vital to the success of the enterprise should be insured.  Premises are routinely covered for fire and/or theft; vehicles used to make deliveries, insured; machinery needed for manufacturing, also insured. Given that these tangible…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

July 1, 2016Business Succession Planning, Estate Planning, Life InsuranceFinancial Tech Tools

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs. Soon the amount of funds that can be tax sheltered within a life insurance policy will be reduced by new tax rules which take effect January 1, 2017. These changes may make 2016 the best year to buy cash value life insurance.

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There is nothing so Certain as Death and Taxes

June 5, 2016Business Succession Planning, Estate PlanningFinancial Tech Tools

Or so the saying goes. This certainly is true in Canada where there is a “deemed disposition” when a taxpayer dies. What this means is that a taxpayer is deemed to dispose of all his or her assets at fair…

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The Corporate Estate Transfer

May 1, 2016Business Succession Planning, Estate PlanningFinancial Tech Tools

The Corporate Estate Transfer If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation. If this is the case, chances are also good that this invested surplus…

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Ease Your Retirement Worries with Immediate Annuities

March 6, 2016Business Succession Planning, Estate PlanningFinancial Tech Tools

Ease Your Retirement Worries with Immediate Annuities The majority of Canadians work hard to accumulate a retirement fund and many are averse to exposing savings to unnecessary market risk after they retire. In today’s prolonged low interest rate environment, immediate…

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Does Your Business Qualify for the Small Business Capital Gains Exemption

January 31, 2016Business Succession PlanningFinancial Tech Tools

Does your Business Qualify for the Small Business Gains Exemption? As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital…

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Estate Planning Tips for Real Estate Investors

December 8, 2015Business Succession Planning, Estate PlanningFinancial Tech Tools

For many Canadians the majority of their wealth is held in personally owned real estate. For most this will be limited to their principal residence, however, investment in recreational and real estate investment property also forms a substantial part of…

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Family Business Planning Strategies

November 8, 2015Business Succession Planning, Estate PlanningFinancial Tech Tools

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good.  This has not changed over the years. Statistics show…

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Family Business Planning Strategies

May 5, 2015Business Succession PlanningFinancial Tech Tools

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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Family Business Succession and Estate Equalization

November 14, 2013Business Succession Planning, Recent BlogsFinancial Tech Tools

Most parents feel strongly about ensuring that their children are treated equally in their will. For many, this is a moral obligation, and, on the surface one that would seem easy to accommodate.  Often, however, this is not the case. …

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  • 5 Top Financial Planning Strategies For Small Business Owners

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Contact Us

DPB Insurance and Financial Services

305 Lakeshore Road E, Suite 3
Oakville, ON
L6J 1J3
Phone: 905.829.3019
Toll free: 1.866.811.2711
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Email: denis@dpbinsurance.com

Recent Articles

  • Who Should Own My Life Insurance?
  • Stop Living Paycheque to Paycheque and Start Living
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 5 Top Financial Planning Strategies For Small Business Owners

About

Established in 1992, our boutique style company is based on the relationships we form with you-our clients. With your input, we can create your very own customized products. Insurance can be a very daunting task, that’s why we work on your behalf to find the best insurance plan and financial options. At DPB we believe that our success lies in meeting and anticipating our clients’ needs while providing financial security and peace of mind in knowing that no matter what happens, you and your loved ones will be taken care of.
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