Strategies
Proven ways to prepare for risks and plan for opportunities
Here are some strategies:
Here are some strategies:
We may explore other strategies depending on your situation.
Uses of corporately-owned insurance
Uses of corporately-owned insurance
- Funding a buy/sell agreement
- Providing retirement income
- Protecting against the illness, disability of death of a key-person
- Extracting retained earnings tax-free via the Capital Dividend Account (CDA)
- Securing collateral for loans (which may make part of the premium tax-deductible)
Uses of personally-owned insurance
Uses of personally-owned insurance
- Providing income for the family
- Repaying debts such as a mortgage
- Final expenses
- Estate equalization
- Prefunding taxes on the capital gain on the cottage
- Paying taxes and other expenses due at death
- Charitable giving
- Protection from creditors (when properly structured)
Arrange a chat
Arrange a chat
For personal attention, arrange a chat.