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Category: Corporate Insurance

The Clock is Ticking

May 17, 2016Corporate Insurance, Life Insurance, Tax PlanningFinancial Tech Tools

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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Exempt Test Legislation

April 28, 2016blog, Corporate Insurance, Life Insurance, Retirement Planning, RRSPFinancial Tech Tools

Significant changes to life insurance will be made, please get in touch with us so we can see how the changes affect your situation.

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Does your Business Qualify for the Small Business Gains Exemption?

February 9, 2016Corporate Insurance, Tax PlanningFinancial Tech Tools

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 gains that ordinarily would be taxable.  This is due to…

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The Corporate Extraction Strategy

March 15, 2015Corporate Insurance, Life InsuranceFinancial Tech Tools

Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).  When handled properly, it will result in withdrawing capital from the…

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Get Your Corporate Dollars Doing Double Duty

May 21, 2014Corporate InsuranceFinancial Tech Tools

Owners of very successful private corporations are intimately aware of the importance of cash flow.  Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed.  An Immediate…

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Get Your Corporate Dollars Doing Double Duty

April 17, 2014Corporate InsuranceFinancial Tech Tools

Owners of successful private corporations are intimately aware of the importance of cash flow.  Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed.  An Immediate Financing…

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Recent Posts

  • Is it Time for Your Insurance Audit?
  • Estate Planning for Blended Families
  • A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
  • 1 in 3 Canadians Will Become Disabled Before the Age of 65
  • Get Your Corporate Dollars Doing Double Duty

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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
Fax: 905.829.3088
Email: denis@dpbinsurance.com

Recent Articles

  • Is it Time for Your Insurance Audit?
  • Estate Planning for Blended Families
  • A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
  • 1 in 3 Canadians Will Become Disabled Before the Age of 65
  • Get Your Corporate Dollars Doing Double Duty

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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