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    Insurance, Investing, Estate Planning & Tax Strategies
    The Importance of a Buy-Sell Agreement Estate PlanningLife InsuranceShareholder Issues

    The Importance of a Buy-Sell Agreement

    You are a group of successful entrepreneurs who have worked hard to grow your business into…
    David Mason
    David MasonSeptember 12, 2019
    Beneficiary Designations in Estate Planning Estate PlanningLife Insurance

    Beneficiary Designations in Estate Planning

    When contemplating how you want your estate to be divided, care should be taken when it…
    David Mason
    David MasonAugust 27, 2019
    Donor Advised Funds Estate PlanningInvestingPhilanthropy

    Donor Advised Funds

    In our view, success in business and in life can be measured by the ability to…
    David Mason
    David MasonMarch 22, 2019
    Distribution Confusion Investing

    Distribution Confusion

    Have you ever noticed your portfolio's value drop on a day when the markets are seemingly…
    David Mason
    David MasonDecember 24, 2018
    Keeping the Family Cottage…in the Family Estate PlanningLife Insurance

    Keeping the Family Cottage…in the Family

    With the recent real estate boom in BC, cottages and other vacation properties have increased significantly…
    David Mason
    David MasonJune 26, 2018
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