Corporate-Owned Life Insurance & the Capital Dividend Account (“CDA”)

MenuFor Business Families Corporate-Owned Life Insurance & the Capital Dividend Account (“CDA”) Corporate versus Personally owned Life Insurance Life Insurance to fund capital gains tax liabilities Life Insurance to fund buy-sell agreements Life insurance to protect the value of the key persons Life Insurance to fund Succession Plans Corporate-Owned Life Insurance & the Capital Dividend

For Business Families

MenuFor Business Families Corporate-Owned Life Insurance & the Capital Dividend Account (“CDA”) Corporate versus Personally owned Life Insurance Life Insurance to fund capital gains tax liabilities Life Insurance to fund buy-sell agreements Life insurance to protect the value of the key persons Life Insurance to fund Succession Plans Life Insurance for small business familiesThe purpose

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Serving Canada’s Small Business FamiliesWho We AreWe are an independent corporate life insurance and succession planning agency with over 20 years in the business, located conveniently in the Greater Toronto Area.Life InsuranceWe design and implement tax-efficient corporate owned life insurance strategies for Small Business Families, Professionals, and ExecutivesSuccession PlanningWe provide succession plans for small to

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