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Business owner planning
Succession planning for Canadian business owners: passing the torch on your terms
75% of Canadian small business owners plan to exit within 10 years — but fewer than 10% have a formal written plan. A succession plan ensures your business transfers on your timeline, to the right people, at the right value.
Carrie Wang, CLU®
6 min read
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Key person
Key person insurance: protecting your business when it matters most
If your business depends on you — or one other critical person — what happens if that person can't work?
Buy-sell
Buy-sell agreements: what they are and how to fund them properly
Without a funded buy-sell agreement, your co-owner's estate could become your unwanted business partner.
Corporate life insurance
Corporate-owned life insurance: a tax-efficient wealth strategy for business owners
Turn retained corporate earnings into a tax-free legacy — one of the most powerful strategies available to incorporated owners.