Real Results for Canadian Business Owners
Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-efficient retirement income.
How One Policy Saved a Consultant From a Six-Figure Tax Increase
See how we helped an independent consultant structure a permanent life insurance policy within his corporation, enabling him to continue building wealth without affecting his passive income limit.
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How One Business Owner Secured $50K a Year in Tax-Efficient Retirement Income After a Health Crisis
After a sudden health crisis, we implemented a "Triple Play Strategy," combining corporate-owned life insurance, a holding company, & family trust to secure a business owner's company, retirement, & family's future.
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7-Figure Estate Protected from a $500K+ Tax Bill at Death
We recently helped a business owner protect his 7-figure portfolio from high taxes upon his death. He secured immediate business capital, cleared debts with the policy's death benefit, and passed wealth to his family without selling any assets.
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