Category Archives: Life Insurance

Preserving $2M Tax-Free Death Benefit of a Key Person Life Insurance Policy

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For many businesses, key person life insurance is critical to their risk mitigation strategy. This type of insurance solution helps to reduce the financial hardship that may occur upon the death of an essential employee, such as a top salesperson. This was the case for one Lower Mainland business that set up a life insurance […]

Mary’s Story – Preserving Life Insurance Tax Savings

Save tax with life insurance

MARY’S STORY – PRESERVING LIFE INSURANCE TAX SAVINGS OF $1.4M Mary and her husband operated a successful family business, which is now in the capable hands of their children and grandchildren. But with Mary in her 90s and failing health, her advisors wanted to review her corporate life insurance policies purchased in the early 1980s. […]

Dear Mx. Smith

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Gender Identity and Expression More than a year ago, the Government of Canada amended the Canadian Human Rights Act (Bill C-16) to add gender identity and gender expression to the list of prohibited grounds of discrimination. As Kathryn Bird of the law firm Hicks Morley wrote at that time, this amendment would bring “greater awareness of a […]

Building a superior client experience

Dedicated to Excellence

ANNOUNCEMENT Vice President, Client Experience – Erin Gunn Customers have always been at the core of our business and that’s why our team is always looking for innovation and new ways to delight and exceed client expectations of service and expertise across all of our lines of business. To ensure we reach our goal of […]