204-943-8425
Business Owners & Entrepreneurs
Launch, Build and Exit Your Business with Confidence
You’ve put your heart and soul into building your business – we’ll put the same level of expertise and effort into helping you protect it.
Whether you are looking to fund a future tax liability, protect key employees, fund your buy/sell agreement or pass on your business to the next generation, life insurance can play a key role in achieving these business goals.
Learn how Corporately Owned Life Insurance can benefit your business.
Key Questions and Considerations:
- What happens if a key shareholder or employee passes away or becomes critically ill or disabled?
- Will your future plans for business succession come to fruition?
- How will you tax effectively pass your business on to the next generation?
- How can you customize your succession plan to include siblings with completely different levels of business involvement?
- Do you have the liquidity in place to satisfy the buy/sell provision in your Shareholder’s Agreement?
The Care, Knowledge and Advice You Need
We are known across Canada for bringing value to business owners and entrepreneurs. An initial fact finder meeting will help define your business goals, highlight key risks and opportunities, and demonstrate how we can uniquely be of value to you.
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