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Pass on Your Wealth, Not Just Taxes: Effective Estate Planning Strategies
Did you know the biggest tax bill of your life might come after death? Many Canadians overlook the impact of estate taxes—until it’s too late. This article uncovers common estate planning mistakes and explains how strategies like life insurance can protect your legacy and help your loved ones avoid a financial burden.
14 minutes ago


Why Smart Business Owners Use Life Insurance as a Strategic Asset
Discover how life insurance can do more than protect your business. Learn how savvy entrepreneurs use it to access capital, reduce taxes, and strengthen financials.
May 29


Why Critical Illness Insurance Is a Smart Move for Canadians
A serious illness can strike without warning—are your finances ready? Learn how Canadians can use critical illness insurance to protect income, savings, and peace of mind.
May 8


A Comprehensive Estate Planning Guide for Business Owners
Discover why Estate Planning equals Business Planning—from choosing successors to minimizing taxes.
Apr 3


Understanding Wealth and Life Insurance: A Strategic Perspective
Life insurance is a key wealth management tool, ensuring financial security, tax efficiency, and legacy preservation for the affluent.
Feb 18


Secure Your Wealth: Ensure Your Family and Charity Benefit, Not the Taxman
Plan your legacy wisely: Choose who benefits from your wealth—family, charity, or the taxman. Without planning, the taxman decides.
Jan 20


Smart Tax Moves for Year-End 2024
By Laura Fitzsimons As the end of 2024 approaches, it’s time for high-net-worth business owners and individuals to focus on tax...
Dec 16, 2024


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.
Nov 19, 2024


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.
Oct 22, 2024


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...
Sep 17, 2024


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.
Jul 23, 2024


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.
May 1, 2024


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 23, 2024


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
Apr 16, 2024


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.
Mar 16, 2024


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 26, 2024


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...
Jan 24, 2024


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 9, 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...
Dec 8, 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...
Oct 24, 2023
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