Business Continuation

Business Continuation

Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.
Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.
Who's this for?
  • Key Person
  • Shareholder
  • Buy Sell Arrangement
  • Business Loan/Overhead Risk
Benefits
  • Retain Key Employees and Shareholders
  • Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
  • Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die

Latest News

Insurance For Physicians – What Kinds Do You Need

Insurance For Physicians – What Kinds Do You Need

You’ve worked hard to become a physician and establish your practice. Now you want to make sure that you have the right kind of insurance to protect your income and share your wealth after you’re gone.

With the right kinds of insurance in place, you can:
• Protect your income stream.
• Be smart about tax planning and increase your wealth.
• Maximize your estate and leave a legacy.

Read our article “Insurance For Physicians – What Kinds Do You Need?” to learn more about how insurance can help you reach your goals.

Understanding Registered Education Savings Plans (RESPs) in Canada

Understanding Registered Education Savings Plans (RESPs) in Canada

Dive into the details of Registered Education Savings Plans (RESPs)! This guide covers how RESPs work, eligibility criteria, benefits, and government grants such as the Canada Education Savings Grant. Learn how to open an RESP and safeguard your child’s educational future.

Understanding Tax-Free Savings Accounts (TFSAs)

Understanding Tax-Free Savings Accounts (TFSAs)

A Tax-Free Savings Account is a powerful tool to help you achieve your financial goals. Whether you’re saving for a new home, planning for retirement, or investing in your children’s education, a TFSA can be a valuable part of your financial strategy. The flexibility and tax advantages it offers make it a great choice for many Canadians.

Remember, the sooner you start, the more time your investments have to grow tax-free. Every dollar counts when you’re planning for the future, and a TFSA can help you make the most of your savings.

Don’t wait until tomorrow to start planning for your future. Contact us today to begin your journey to financial security today.