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Join date: May 14, 2023
Posts (17)
Oct 8, 2025 ∙ 3 min
When the CRA Hits: The $660,000 Estate Tax Surprise
A real-life case shows how CRA estate tax can lead to a $660,000 surprise. Discover how estate planning helps Canadian families reduce tax burdens and preserve wealth.
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Sep 5, 2025 ∙ 3 min
Tax-Efficient Asset Class: Corporate Owned Life Insurance (COLI)
Corporate Owned Life Insurance (COLI) is a tax-efficient strategy that helps business owners and professionals protect their company, minimize taxes, and build long-term wealth. From cost savings on premiums to estate planning benefits, COLI ensures financial security for your family and business while preserving intergenerational wealth.
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Jul 3, 2025 ∙ 3 min
Corporate-Owned Life Insurance Strategy for Tax-Efficient Wealth
Discover how Canadian business owners can grow corporate wealth and reduce taxes with tax-exempt life insurance, ensuring a more efficient wealth transfer to the next generation.
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Laura Fitzsimons
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