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shareholder agreement

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insurance wealth planning financial estate

Four times when insurance saved the day for wealthy clients in a bind

Real-life situations show how people with complex financial needs use insurance to achieve their goals

August 26, 2024
Wealth

This document can reduce tax and smooth family spats – but only if it’s signed

Shareholder agreements are uber-critical to family business. But creating one can be a struggle, and getting it signed might be worse

May 31, 2024
Family Business

Shareholders-in-waiting need to know things, even if they ruffle family feathers

Future inheritors are often unprepared for their ultimate responsibilities, so here are five questions to ask now

January 20, 2023
Commentary

Family tax bills can be minimized with well-written shareholders’ agreement

Canada’s Income Tax Act has been amended regarding how family relationships are defined, how capital gains are calculated and how life insurance policies are handled

September 9, 2022
Family Business

Shareholder agreements: So critical, yet often a family ‘hot potato’

These pacts should be created early in a business’ lifespan, before families grow and things get complicated

June 27, 2022
Family Business

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