Insurance & Financial Solutions for Canadian Business Owners

Minimize Risks, Maximize Opportunities

Mitigate risks and seize opportunities for business growth with tailored insurance and financial solutions.

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Building a successful business demands relentless dedication and calculated risk-taking. Navigating the complex financial landscape can be overwhelming, especially for business owners and incorporated professionals. Take steps to:

Protect Your Assets: Safeguard your business with comprehensive insurance solutions.
Maximize Your Potential: Unlock tax efficiencies and optimize your financial strategies.
Plan for the Future: Explore retirement planning, succession strategies, and philanthropic giving options.

We understand the challenges you face because we are a family practice. This allows us to provide personalized guidance and strategic solutions.

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Blog posts, videos, infographics

Resources

Browse our resources covering key topics that contribute to your financial success as a doctor.

Insurance for Your Business

Protect your hard work and secure your business’s future with comprehensive insurance and risk management solutions.

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Buy-Sell Agreements

Protect your business from the unexpected.

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Your Safety Net

Protect your livelihood and your business from the unexpected with disability insurance.

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Corporate-Owned Life Insurance

Unlock tax advantages while avoiding pitfalls.

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The Power of Life Insurance

Discover the multifaceted benefits of life insurance for business protection and financial growth.

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Life Insurance Audit

Don't let your corporate life insurance fall short – get an actuarial audit.

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Tax-Wise Strategies

Unlock tax efficiency and maximize your business’s financial potential.

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Budget 2024 Worries?

Discover tax-smart strategies to protect your business wealth.

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Estate Planning

Protect your legacy and minimizing taxes.

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Deemed Disposition

Learn how to minimize the effect of the deemed disposition on your estate.

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Capital Dividend Account (CDA)

Understand the Capital Dividend Account (CDA) and its tax-smart benefits for business owners.

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Leveraging Life Insurance

Explore how life insurance can be leveraged as collateral for business and personal financial goals.

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Infinite Banking

Unlock the power of infinite banking for your business.

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Estate Bonds Explained

Demystifying estate bonds and their role in maximizing your after-tax estate.

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Diversify with Insurance

Explore how life insurance can enhance your investment portfolio and offer tax advantages.

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Hidden Investment Tax Traps

Uncover the hidden tax traps that could be lurking in your corporate investment portfolio. Discover how permanent life insurance could help.

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Top 5 Tax Traps When Investing Your Corporate Capital

Learn about five common tax traps that businesses encounter when investing and explore strategies to avoid them.

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Stage-Specific Resources

Tailored financial strategies for every stage of your business journey.

Retirement Planning

Look beyond the limitations of RRSPs and IPPs to get greater flexibility and other tax advantages.

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Two chairs on a sandy beach provide a serene setting to enjoy the benefits of an insured retirement plan.

Corporate Insured Retirement Plan (CIRP)

Learn about a tax-wise way to supplement your retirement income.

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Immediate Financing Arrangements (IFA)

Discover how to enhance the benefits of your life insurance policy.

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Philanthropy for Business Owners

Amplify your impact: Discover how smart philanthropy aligns with your business goals. For even more, visit our Philanthropists page.

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Tax-Efficient Giving

Elevate your business with tax-smart giving strategies.

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Will Power

A campaign that helps Canadians leave gifts to charity in their Wills.

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Wisdom on Giving

Get a fresh perspective on giving from diverse voices and experiences.

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Ready to optimize your business finances? Contact us for strategies to protect assets, maximize growth, and achieve your goals.