by Pamela Coquet | May 3, 2022 | business, insurance, personal & estate
One of the most utilized tools in funding an estate plan is term or permanent life insurance. The IRP is a financial planning strategy that uses life insurance to build your wealth for retirement with the following benefits: A solution to current and...
by Pamela Coquet | Apr 23, 2022 | business, insurance
In order to ensure the orderly succession of a business, it is wise for business owners (whether they are incorporated or not) to enter into a buy-sell agreement. The buy-sell agreement creates the conditions for purchase due to an unexpected event to one or more of...
by Pamela Coquet | Feb 9, 2022 | business
Every private Canadian business has a tax account that is particularly valued by shareholders: the capital dividend account (CDA). What is so important about the CDA? When its balance is positive, it offers an exceptional tax advantage: to be able to withdraw a...
by Pamela Coquet | Jan 13, 2022 | business
Often, business owners trust their instincts when making business decisions and sometimes they are right, other times, it lies with a vengeance. Imagine having a circle of trusted professionals you can call on when you have a question or need advice for your...
by Pamela Coquet | Sep 15, 2021 | business, investments
Canada’s economic prosperity has been built by the ingenuity of its entrepreneurs and their families, who create and grow their business and employ millions of Canadians. Whether it be a corner store, restaurant, a potato farm, or a brewery; the family business...
by Pamela Coquet | Aug 4, 2021 | business
One may not think this to be a deep and philosophical question, but it is one that burrows deep in the minds of many employers. Small business owners want to offer benefits, but it is often overlooked in favour of raises with the assumption that it makes...
