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企業主規劃
加拿大企業主的接班規劃: 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
關鍵人物保險：在最關鍵時刻保護您的業務
If your business depends on you — or one other critical person — what happens if that person can't work?
Buy-sell
買賣協議：是什麼及如何提供資金 properly
Without a funded buy-sell agreement, your co-owner's estate could become your unwanted business partner.
企業人壽保險
企業自有人壽保險：稅務效益高的財富策略 for business owners
Turn retained corporate earnings into a tax-free legacy — one of the most powerful strategies available to incorporated owners.