Blog

One of the most common questions I get asked by clients around owing their life insurance corporately, is if it is still tax free on death.  The simple answer is “Yes”.  When a life insurance policy is owned and paid for by a corporation, and the death benefit pays to the corporation, the full death…

Life insurance plays an important role in protecting your loved ones if something happens to you. Therefore, choosing the right beneficiary for your policy is one of the most important processes after securing the coverage. In the world of life insurance, the beneficiary is the one who receives life insurance payout when the insured person…

Estate planning is a critical financial strategy that involves organizing your assets in the most tax advantaged manner, and defining how they’ll be distributed after your death. In a Canadian context, this is a process that requires careful consideration of various legal, tax, and personal factors.

Asset management refers to the professional oversight of investment funds and client portfolios with an aim towards achieving specific objectives. These could range from maximizing return on investments, reducing associated risks, maintaining steady cash flow among others. This process involves making informed decisions about buying, selling, or reallocating assets based on thorough research and analysis…

An Insurance policy is a legally binding contract between an insurer and the insured designed to provide financial protection against potential future losses, with insurers promising compensation for certain types of damages or losses that may occur. In the Canadian market, there are several kinds of insurance policies available catering to both individuals, businesses and…

The Infinite Banking concept also known as IBC was pioneered by Nelson Nash. Infinite Banking strategy takes a revolutionary approach toward personal finance. The strategy essentially involves becoming your own bank by utilizing a dividend-paying whole life insurance policy as your bank.

The Infinite Banking concept also known as IBC was pioneered by Nelson Nash. Infinite Banking strategy takes a revolutionary approach toward personal finance. The strategy essentially involves becoming your own bank by utilizing a dividend-paying whole life insurance policy as your bank.

The Infinite Banking concept also known as IBC was pioneered by Nelson Nash. The Infinite Banking strategy takes a revolutionary approach toward personal finance. The strategy essentially involves becoming your own bank by utilizing a dividend-paying whole life insurance policy as your bank.