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Farm Succession Planning and the role of permanent tax-exempt insurance Thumbnail

Farm Succession Planning and the role of permanent tax-exempt insurance

Efficient planning is required to successfully transition the family farm to the child(ren) who plan to actively work the farm, while also creating estate equalization for the child(ren) who do not wish to be involved in the family farm operation. A problem that presents itself at death can be best solved with a strategy that pays out at death. This is why permanent tax-exempt insurance becomes a key tool in the execution of a succession plan.

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Doing the right thing. The backlash against the banks. Thumbnail

Doing the right thing. The backlash against the banks.

In order to truly help Canadians improve their financial situations we need to make sure individuals and institutions offering advice are doing so with the clients’ best interests in mind at all times. It’s common sense. This shouldn’t even be a question. We need to have this support from the highest level in Canadian financial institutions.

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