The Valuation of Corporate-owned Life Insurance on the Death of a Shareholder By Glenn Stephens, LLP, TEP, FEA, The valuation of life insurance policies for the purposes of Canadian tax law is Read More »
Brandon Currie Joins Steph Vivier in the Morning on CKTB News On September 24, Brandon Currie, Certified Financial Planner, joined Steph Vivier in the Morning on CKTB News to talk about Read More »
Beneficiary Designations at Risk A recent Ontario court decision could upend estate planning. This article will briefly review the common law principles governing the Read More »
January 2025 Market Update Below, you will find our monthly market update and relative information that pertains to the current state of the economy. Read More »