Contact us: 604-924 9152

Cover Advisors

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You’ve Received an Unsolicited Offer for Your Company — Now What?

Written by Chris Larmer & Brent Cunningham REPRINTED WITH PERMISSION We’re seeing it happen more and more recently, a strategic buyer or a private equity group directly contacts the owner of a business and wants to buy their company. For many business owners, this seems like a dream come true. They think “a company that […]

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Unknown and Often Unused Tax Shelter

The Unknown and Often Unused Tax Shelter So much of our collective planning effort, whether from our accountant, lawyer, investment advisor or financial planner focuses on gaining tax advantages wherever possible. As insurance advisors we are constantly asked by clients to help improve their financial situation mainly through the optimization of tax results.  For these […]

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Insuring Your Estate For Capital Gains Tax

Most of us build our wealth with the intention of not losing it. We earn money, spend it, invest it, save it, and give it away with the intention that it provides us with its intended purpose.  It is a proven psychological behaviour that the fear of losing what we already have is a more […]

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The Elephant in the Room: Let’s Talk Commission…

It’s no secret that insurance advisors earn commission on the Life Insurance policies they sell, but the exact details of how this works are often hush hush. That’s because there is no industry regulation demanding that advisors disclose how much compensation they earn from a specific policy. Unless a client asks, most advisors won’t share […]

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2018 Federal Budget Update – Life Insurance Shines

The last two federal budgets presented by the Liberal government were an attempt to make taxes “fair.” Several of the tax measures specifically targeted private corporations. Currently, Canadian Controlled Private Corporations (CCPCs) may qualify for a small business tax deduction—a deduction that reduces the tax rate on business income under $500,001 to 12% (combined federal […]

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Federal Government’s Tax Proposal

A lot has been written about the federal government’s proposed changes to private company taxation.  And, undoubtedly, a lot more will be written as the new rules come to pass. The proposals have been tweaked since their introduction back in the summer, with the focus now being on income splitting and passive investments. You can […]

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NEW! Small Business Owners Can Now Save Big $$$ in Probate Fees

A Kelowna, BC judge has just established a legal precedent that could potentially save your estate thousands or even millions of dollars in probate fees. As a common practice, planning experts have successfully used multiple wills to distribute estate assets across provinces to make it easier for executors to comply with local jurisdictions’ laws and regulations. […]

Contact Us

Phone: 604-924-9152
Toll Free: 888-783-5402
Email:
[email protected]

270-2255 Dollarton Highway
North Vancouver BC
V7H 3B1

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