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企业主规划
加拿大企业主的接班规划: 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.
王羽恬, CLU®
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Key person
关键人物保险：在最关键时刻保护您的业务
If your business depends on you — or one other critical person — what happens if that person can't work?
Buy-sell
買賣协议：是什麼及如何提供资金 properly
Without a funded buy-sell agreement, your co-owner's estate could become your unwanted business partner.
企业人寿保险
企业自有人寿保险：税务效益高的财富策略 for business owners
Turn retained corporate earnings into a tax-free legacy — one of the most powerful strategies available to incorporated owners.