Life Insurance Solutions
Unlock corporate retained earnings
Convert otherwise taxable estate bound retained earnings to a tax-free capital dividend.
Impactful Philanthropy
Add to your legacy by providing financial support to the causes that are near and dear to you while saving your estate from significant taxes.
Fund estate taxes
Provide guaranteed liquidity to fund estate taxes so that your beneficiaries need not worry about generating the payment for CRA elsewhere.
Shelter passive income
Preserve your small business deduction and reduce annual taxation by transferring assets from a taxable environment to a tax-exempt environment.
Estate maximization
Replace low yielding estate bound fixed income investments with a high yielding Guaranteed Instalment Bond.
Estate equalization
Prevent disputes amongst your beneficiaries by ensuring liquidity is available to provide your beneficiaries with their fair share.
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