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Category: Corporate Insurance

The Corporate Estate Transfer

December 6, 2016Corporate Insurance, Estate PlanningEric Wachtel

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

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Is there a tax-effective way to hold and distribute assets?

September 8, 2016Corporate Insurance, Estate Planning, Tax PlanningEric Wachtel

Are you a business owner looking to save tax while maximizing the legacy you leave.  Please watch this short video and if you’d like to explore this option, please don’t hesitate to call me at 905-366-3866 Ext. #3228  

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Family Business Planning Strategies

August 15, 2016Business Succession Planning, Corporate InsuranceEric Wachtel

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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The Clock is Ticking!

May 9, 2016Corporate Insurance, Life Insurance, Tax PlanningEric Wachtel

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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The Corporate Extraction Strategy

March 8, 2015Corporate Insurance, Life InsuranceEric Wachtel

Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).  When handled properly, it will result in withdrawing capital from the…

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Get Your Corporate Dollars Doing Double Duty

August 12, 2014Corporate InsuranceEric Wachtel

Owners of very successful private corporations are intimately aware of the importance of cash flow.  Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed.  An Immediate…

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Protecting Your Business

August 14, 2013Corporate InsuranceEric Wachtel

While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as universal life can provide them with the protection they need as well as a source of cash for business…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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Contact Us

Eric Wachtel
President

eric@financialdrawingboard.ca

Tel: 905 366 3866 ext. 3228 
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