White Papers

Demystifying Individual Pension Plans
Wednesday, March 1, 2017
by Mark Lesniewski, IPP Inc.
Consider the plight of the typical Canadian business owner trying to accumulate financial security for retirement. The challenges are daunting.
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Income Splitting Loans
Tuesday, August 2, 2016
by Ian Robinson, Grant Thornton
For the past several years, in an effort to stimulate the economy, the government has followed a policy of maintaining low interest rates. It’s widely expected that the p... Read More
Donations Wealth Preservation Update
Tuesday, August 2, 2016
by Ian Robinson
Have you ever considered donating publicly-traded securities—such as stocks and bonds—to a charity? This is a smart and tax-effective alternative to the donation of cash... Read More
Freezing Value Inside of a Corporation
Tuesday, August 2, 2016
by Claudius Du Plooy
If you are a Canadian business owner, you may want to consider employing the strategy of an “estate freeze” to achieve your estate planning objectives. Read More
Why a Prenuptial or Cohabitation Agreement?
Tuesday, February 2, 2016
by Warren Jennings
Couples should consider these agreements as it allows them to make decisions on nancially sensitive issues and execute control over their nances without being caught by... Read More
Key Person Insurance
Tuesday, July 7, 2015
by Mike Deboski, Deboski & Company
It is difficult to quantify how valuable you are to the business. Key Person Insurance determines how much liquidity your company will need to keep things moving when you... Read More
When It’s Time for a Little Payback
Monday, April 6, 2015
by Ian Robinson, Grant Thornton
Remuneration strategies for incorporated professionals
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Insured Annuities
Tuesday, March 10, 2015
by John Huot, Strategy Partners
A life annuity by definition is a promise by one party to make a series of payments to another for their lifetime. Consider making Insured Annuities a valuable component ... Read More
Estate Planning for Your Special Needs Children
Thursday, December 18, 2014
by Gordon VanderLeek, VanderLeek Law
When it comes to estate planning, parents of special needs children are in a unique situation. Good planning ensures everybody in your family will have what they need aft... Read More
How Much Is Your Business Worth?
Tuesday, December 16, 2014
by Mark Wardell, Wardell Professional Development
To maximize the value of your business, it must become a commodity in and of itself. You need to think of your entire business as if it were an enormous complex product s... Read More
Managing Risk for Directors
Tuesday, December 16, 2014
by David Sevalrud, Carscallen LLP
There are two kinds of risk that directors of corporations must understand. In both cases, there is potential personal liability that directors can avoid or manage. Read More
Your Shareholders' Agreement
Tuesday, December 16, 2014
by Mike Deboski, Deboski & Company
The Shareholders' agreement is easily forgotten until misunderstandings arise or a share transaction is about to occur, at which time the Agreement becomes highly relevan... Read More