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A BREED OF ITS OWN: BUSINESS OWNERS

Owning a business comes with many challenges and responsibilities, but it also offers the potential of immense rewards. Depending on the size of your business, there are strategies available to really help reduce the amount of taxes that are directly eroding your profit. Business owners also have a very unique need for insurance, whether it is between partners, on a key employees, to shelter investments growing inside the company, or to ensure that the business won’t collapse should something happen to its owner (especially true for professional corporations/self-employed, where one individual really is the business).

STRATEGIES ADAPTED TO YOUR NEEDS

PROTECT WHAT MATTERS

ARE YOU COVERED?

Whether you’re the single owner of your business, or have one or multiple partners, the risk of something happening to one of the key players is often underlooked. While lawyers usually have drafted shareholders’ agreements to confirm what would happen in specific situations, quite often these agreements properly funded?

Here is a list of the risks to prepare against.

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OPTIMIZE YOUR TAXES

ARE YOU PAYING MORE TAXES THAN YOU SHOULD?

Every dollar that you save in taxes is a dollar that will go directly into your profit line. Especially with the recent changes proposed by the federal government for corporations, now more than ever you should educate yourself about the strategies available for Canadian business owners to pay your fair share of taxes, not more.

Discover some strategies for business owners.

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LEAVE A LEGACY

WHAT IS THE NEXT STEP?

You’ve worked hard to build a business that you will either want to give to your family or a partner, or sell to outside buyers. Being properly prepared for the transition will guarantee a win-win situation for all parties involved, while ensuring that you get the most of the fruit of your labour and that your legacy will continue years after your departure.

Learn strategies to transfer your wealth.

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“From all I’ve read on the subject, Live Your Life Insurance – Canadian Edition is my favorite book so far. I love it! It explains the concept in a very informative and easy to understand manner. Shortly after I was introduced to it, I purchased five Whole Life policies on my kids and grand-kids. After only two years of funding these into my “Family Bank”, I had enough cash value in them to purchase a brand new truck, sell it to one of my businesses, and have the payments with interest paid back to my “bank”. Anyone can do it.”
Real Chartrand • BUSINESS OWNER & SOPHISTICATED INVESTOR