Shareholders Agreements
What happens if your business partner becomes ill, disabled, or even dies? Will your business survive? What about their family? Watch this video to learn about the importance of Shareholders Agreements.
Why You’re Never Too Young to Secure Your Future
We cannot foresee the future. Your child’s health, lifestyle and career choices later in life may make them uninsurable or subject to higher premiums, but by locking in their insurance rates at an early age for the coverage purchased in childhood, and locking in their health status for future optional insurance purchases, such obstacles can be eliminated altogether and provide them with coverage for life. More…
50% of Canadians don’t have a Will
When famed singer-songwriter Aretha Franklin died, no one could find her will. Her lawyer had urged her to get one completed, especially once she received her pancreatic cancer diagnosis, but she never followed up.
While most Canadians won’t leave as large an estate as Aretha’s, they will probably still have something to leave for their beneficiaries. Regardless of the size of the estate, with no plan in place and no will for direction, the administration of an estate leads to a messy and costly outcome… Read More
How your life insurance can help your favourite charity
It is more blessed to give than receive.
But what if you don’t have an extra million dollars lying around to donate to your favourite charity?
Learn how strategically structuring your life insurance can take care of your business, your family AND benefit worthy causes close to your heart.
Read MORE
Sparking Successful Conversations
Certified coach and author, Elaine Froese, has experienced 40 years of growth in her family business. She’s coached many families through emotional communications and courageous conversations. She has won 3 awards for her work.
Protect your legacy by considering possible conflicts, wills, beneficiaries, and charitable giving. Come learn about Elaine’s tools for talking about tough transition issues.
June 12, 2019
5:30pm Networking and Appetizers
6:00pm-7:00pm Presentation and Conversation
Persephone Theatre – The Backstage
Saskatoon, SK
Tickets $35
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Owner’s Exit Strategy: The RCA by Continuity
70% of the 816,000* Private Company owners in Canada are planning to sell or pass on their businesses in the next few years. This is a once-in-a-lifetime process for many of them. For most, their future financial security is locked up in the business value. How do they extract some capital? Sell? Transition to employees or family? This short video introduces some “outside of the box thinking” with Owners’ Exit Strategy: The RCA by Continuity
*Data sourced from research undertaken for the PWC Family Business Survey (2018) by Statistics Canada
Irrevocable designations not always “cast in stone”
Ex-wife paid premiums on husband’s life insurance policy, but new common-law spouse got proceeds. The Ex-Wife took the Common-Law Spouse to court more…
Choosing the Right Vehicle for a Legacy Gift
“No one gives away money as intelligently as they made it” – Andrew Tisch
You’ve achieved financial success and want to give back to your community, but how? Should you give directly to a charity? Or would a Community Foundation be better? And what’s this thing you’ve heard about where people create their own private foundations?
CoraLee Baerg bring clarity to these questions in her article “Choosing the Right Vehicle for a Legacy Gift”
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Family Pension Plan by Continuity
Most business owners have used their Canadian Controlled Private Corporation (CCPC) as a way to build up assets for future pension income. New tax rules make this strategy more difficult. Alternatively, individuals have looked to RRSPs to accumulate for their individual retirement. The Family Pension Plan is a realistic alternative to both the CCPC and RRSP strategies.
10 Benefits of the Family Pension Plan by Continuity
Most business owners have used their Canadian Controlled Private Corporation (CCPC) as a way to build up assets for future pension income. New tax rules make this strategy more difficult. Alternatively, individuals have looked to RRSPs to accumulate for their individual retirement. The Family Pension Plan is a realistic alternative to both the CCPC and RRSP strategies. Click here for handout 10 Benefits of the Family Pension Plan