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 BetweenJune 14, 2022
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 BetweenMay 10, 2022
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 BetweenMarch 16, 2022
InvestingRetirement Planning Investing $1 Million If you’ve been a diligent saver, sold a business or inherited some money, then you may…David MasonMarch 11, 2022
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 BetweenFebruary 17, 2022