by Finuity | Oct 3, 2025 | EXECUTIVE PLANNING 4 U
How business owners can unlock tax-efficient retirement income while protecting their legacy Rethinking Traditional Retirement Planning Many Canadian business owners and incorporated professionals are familiar with retirement tools like RRSPs, IPPs, or TFSAs. While...
by Finuity | Sep 8, 2025 | EXECUTIVE PLANNING 4 U
For many Canadians, the assets they hope to pass down—like a second property, family business, or recreational land—carry far more than financial value. They represent legacy, identity, and shared memories. But when it comes time to pass these assets on, things can...
by Finuity | Sep 8, 2025 | BETTER BENEFITS 4 U
Millennials and Gen Z are reshaping the future of workplace benefits—and critical illness insurance (CI) is gaining traction with these younger generations. While often associated with older workers, CI is increasingly appealing to employees in their 20s, 30s, and...
by Finuity | Jul 30, 2025 | BETTER BENEFITS 4 U
Critical illness insurance can be a valuable addition to any group benefits program—but should it be employer-paid, employee-paid, or offered as an optional add-on? The right approach depends on your company’s goals, budget, and culture. Understanding the trade-offs...
by Finuity | Jul 30, 2025 | EXECUTIVE PLANNING 4 U
In a family-owned business, the line between personal and professional is often blurred. When a founder or key family member faces a critical illness, the consequences can ripple through both the business and the household. Without a plan in place, illness can lead to...
