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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 Pilon
Topic: 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 Pilon
Topic: 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 Pilon
Topic: Estate PlanningRetirment PlanningSuccession Planning
February 28, 2024 | View Post