We’re a team of chartered professional accountants, lawyers and insurance experts who can build innovative and customized solutions for your clients. We work with you to meet your client’s unique needs.

Our extensive background in tax and estate planning gives us insight into the important role that life insurance plays. The specialized information and services we provide will help give you an edge when working with your business owner, professional and affluent clients.

Together, we can help your clients: 

• reduce the erosion of their estate due to taxes;
  
• create business succession strategies;
• manage the risks associated with the death of a business owner, or key employees and executives,
• this includes introducing plans that will attract and keep these key employees;
• understand the full value of their business at death, disability or retirement;
• find a fair division of the estate for their children;
• plan to make tax-effective charitable gifts;
• enhance the tax-efficiency of their financial plans, and;
• create, grow and conserve their wealth.

We know that you’ve worked hard to understand the estate planning needs of your clients. Together, we can analyze those needs and provide alternatives that will ensure their goals are met. Building on your personal relationships with your clients, we provide both the specialized knowledge and relevant experience necessary to ensure your success in the business owner and affluent client market.

To partner with us, contact your Canada Life insurance sales partners.