Solutions for your future needs.

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Your Key Persons

When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today.

We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation.

Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt. With proper planning, insurance allows you to hire another key leader in the event of a disability, critical illness, or death for the short or long term.

Where ownership is involved, buy-sell agreements backed by life and disability insurance are essential for fair transitions when an important individual's shares need to be redeemed. We specialize in helping your business protect its future.

 

 

FREE LIFE INSURANCE QUOTE


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DISCLOSURE

This website addresses many areas which are essential when considering one's overall financial picture. The articles and information provided on this website are intended to raise issues and help you find solutions with appropriate professionals and should not be construed as advice for any specific situation or individual. Always consult your representative and your tax or legal professional if applicable before taking personal action.

Mutual funds are offered through Networth Financial Corp., member the Canadian Investment Protection Organization (CIRO) and CIRO Investor Protection Corporation. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the Fund Facts Sheets before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated.


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