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Nov 19

How Life Insurance Benefits the Wealthy: A Canadian Perspective

Life insurance: more than protection. It secures estates, boosts investments, ensures business continuity, and offers tax advantages.

Oct 21

The Biggest Tax Bill of Your Life

New capital gains rules risk 66% wealth loss for business owners. Plan now to reduce estate taxes and protect your assets.

Sep 17

September is Life Insurance Awareness Month: Here’s Why It Matters

By Laura Fitzsimons Did you know that September is Life Insurance Awareness Month? This month is dedicated to highlighting the crucial...

Jul 23

Why Corporate-Owned Life Insurance is a Unique Asset Class: A Comprehensive Overview

Permanent cash value life insurance is unique among investments due to its tax-exempt status under Canada’s Income Tax Act.

May 1

Navigating the New Landscape: A Guide to Canada's 2024 Federal Budget Analysis

Explore Canada's budget changes on capital gains and tax strategies impacting business owners and investors.

Apr 23

Mastering Retirement Planning: Insights from Lifecycle Wealth

By Laura Fitzsimons Embarking on the Journey to Financial Freedom As a business owner, the path to retirement is unique and deeply...

Apr 16

Estate & Philanthropic Planning: A Legacy of Giving

Secure your legacy and amplify charity through estate planning—merge wealth management and philanthropy for impactful, tax-efficient giving

Mar 16

Investment Strategies for High-Net-Worth Business Owners: A Mandeville Private Client Inc. Approach - Your Business Is Your Best Investment

Unique investment plans for business owners to grow and protect wealth, tailored to your personal and business needs.

Jan 26

What is the difference between Disability and Critical Illness Insurance?

By Kaylin Fitzsimons The two different types of insurance coverage, disability, and critical illness insurance, provide financial...

Jan 24

Why Should Business Owners Have Critical Illness Insurance

By Laura Fitzsimons Critical illness insurance is designed to provide financial protection to business owners in the event of a serious...

Dec 8, 2023

Optimizing Wealth Management Strategies for Business Owners

By Laura Fitzsimons Dear Business Owners, I hope this message finds you well. As we navigate the evolving landscape of tax regulations,...

Dec 8, 2023

Enhance Your Business's Financial Health with Corporate Life Insurance in Canada

By Laura Fitzsimons We are excited to bring to your attention a strategic financial opportunity that is often underutilized yet...

Oct 24, 2023

How to Thrive as a Mother and Wealth Advisor

By Leo Almazora Second-generation woman advisor speaks out on her experience as a new mom, and why work-life balance can't be done solo...

Aug 27, 2023

The Road to Early Retirement for Business Owners: Harnessing Insurance and Investment Solutions

By Kaylin Fitzsimons Introduction The prospect of early retirement is an alluring thought for many business owners. However, achieving...

Jul 13, 2023

Are You Prioritizing Tax-Efficiency In Your Financial Plan?

By Kaylin Fitzsimons Here Are Three Tax Strategies for High-Net-Worth Professionals Introduction Most high-net-worth (HNW) professionals...

Apr 30, 2023

Is It Time To Sell Your Business?

By Tim Leonard When you first started your business, you may not have imagined ever reaching the stage where you would be able to sell...

Apr 17, 2023

Case Study: Why Entrepreneurs Should Get Serious About Mitigating Risk Through Insurance

By Tim Leonard & Laura Fitzsimons Entrepreneurs are constantly seeking ways to invest in their businesses and their financial futures....

Mar 12, 2023

Business Owners Ready to Cut Your Mortgage Interest Payments in Half?

Updated: Mar 29 If you have a large mortgage, you’ve seen your interest payments skyrocket in 2022. The good news is that we offer a...

Jan 30, 2023

Why It’s a Mistake for Business Owners to Invest in an RRSP

By Kaylin Fitzsimons Don’t get us wrong, registered retirement savings plans (RRSPs) are great for employees and business owners who have...

Jan 19, 2023

Importance of Critical Illness Riders With Lump-Sum Payouts (Video)

By Laura Fitzsimons As a business owner, you likely shoulder the burden of a number of responsibilities at work. Yet what if you were...

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