Account & Risk Management One-Pagers
A centralized library of planning one-pagers, nine account references for advisor preparation, and six insurance and tax strategies built for client conversations.
Account
Advisor reference for nine planning vehicles: limits, key rules, and where each one fits a business-owner client.
Corporate Investment
First Home Savings Account
Individual Pension Plan
Retirement Compensation Arrangement
Registered Disability Savings Plan
Registered Education Savings Plan
Registered Retirement Income Fund
Registered Retirement Savings Plan
Tax-Free Savings Account
Risk Management
Six strategies that protect corporate wealth at death, at exit, and through the tax that follows.
Tax at Death
Corporate Asset Transfer
Deferred Tax on Preferred Shares
Insuring Debt
Funding the Buy-Sell Agreement
Health Spending Account