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    Insurance, Investing, Estate Planning & Tax Strategies
    Corporate Owned Life Insurance – Watch Those Beneficiary Designations! Estate PlanningIncorporated ProfessionalsShareholder Issues

    Corporate Owned Life Insurance – Watch Those Beneficiary Designations!

    As a business owner, your corporation has a life insurance policy on your life - a…
    The Link Between
    The Link BetweenJune 14, 2022
    Is an Estate Freeze Something I Should Consider for my business? Estate PlanningShareholder Issues

    Is an Estate Freeze Something I Should Consider for my business?

    You own your own business and recently, you’ve heard some talk about estate freezes. So, what…
    The Link Between
    The Link BetweenMay 10, 2022
    What is Sequence of Returns Risk? InvestingRetirement Planning

    What is Sequence of Returns Risk?

    Oftentimes, investors are instructed to own a well diversified portfolio in accordance with their risk tolerance…
    The Link Between
    The Link BetweenMarch 16, 2022
    Investing $1 Million InvestingRetirement Planning

    Investing $1 Million

    If you’ve been a diligent saver, sold a business or inherited some money, then you may…
    David Mason
    David MasonMarch 11, 2022
    An Executor Checklist – A Few Things to Consider Estate Planning

    An Executor Checklist – A Few Things to Consider

    Wow, you’ve been asked to be an executor (or liquidator in Quebec) – what a great…
    The Link Between
    The Link BetweenFebruary 17, 2022
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