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Business Owner & Professional

What type of Investor are you?

Individual Pension Plan (IPP)

With changes to pension limits and the ability to include an Individual Pension Plan (IPP) in a succession plan, IPPs have become the RRSP alternative for many business owners. Normally on the death of the surviving spouse, registered assets create a tax liability in the estate. An IPP for a family business can be an effective way of transferring registered assets to the second generation on a tax deferred basis.

Click here to read more.

Is your private corporation taking
Advantage of the Capital Dividend

Much like individual investors, shareholders of Canadian Controlled Private Corporations ("CCPC") need to be concerned with minimizing taxes and maximizing the capital that eventually will be distributed to them.


To learn more, please contact us or click here.

Stock Market Quotes
Image by Austin Distel

Are your assets protected from creditors?

Legislation exists at both the federal and provincial level to protect your investments from creditors.  Some offer strong protection, while others provide protection with conditions or limitations.


Click here to read more.

Tips for Financial Success

Running your own business? You’re in good company. There are one million small businesses coast-to-coast operating with fewer than 100 employees.

Set your business up for success today and develop a retirement plan for successful retirement.

Please click on this link to learn more.

Business Meeting
Empire Life Class Plus 3.0 RRSP

Insightful Videos*

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