Viewing: Business Advisory > Estate Planning
How Much Is Your Business Worth, And How Will Your Children Afford It?
An estate freeze locks in the value you've built and hands future growth to the next generation. Here's how it works, and what to settle first.
Jared PilonTopic: Estate PlanningSuccession Planning
October 6, 2026 | View Post
The Business Owner's Guide to Exit Planning
Create a responsible exit plan for your business that leaves it in good hands.
Jared PilonTopic: Estate PlanningSale & Purchase
March 3, 2026 | View Post
Maximize Tax Savings with an IPP: A Smart Strategy for Small Business Owners Over 40
If you're over 40, an Individual Pension Plan (IPP) could be a smart strategy to help you secure your financial legacy while reducing your business taxes.
Jared PilonTopic: Corporate TaxesEstate PlanningRetirment Planning
February 13, 2025 | View Post
Your Planning Process for an Effective Business & Estate Transition
Ensure your business continues on successfully and put a plan in place to preserve your legacy with estate planning.
Jared PilonTopic: Estate PlanningSuccession Planning
November 19, 2024 | View Post
Insurance = Generational Wealth
According to recent statistics, 22 million Canadians have some kind of life insurance policy in place. Are you one of them?
Jared PilonTopic: Estate PlanningRetirment PlanningSuccession Planning
February 28, 2024 | View Post
