by Finuity | Jun 17, 2026 | EXECUTIVE PLANNING 4 U
The evolving role of life insurance in financial planning For many business owners, life insurance begins as a straightforward form of protection. It may provide liquidity to pay taxes at death, preserve the value of an estate, or help ensure that family members are...
by Finuity | Apr 15, 2026 | EXECUTIVE PLANNING 4 U
Moving beyond the basics of the Capital Dividend Account For business owners who are familiar with the Capital Dividend Account (CDA), the initial focus is often on understanding how it works and when it can be used to pay tax-free dividends. Once that foundation is...
by Finuity | Apr 15, 2026 | EXECUTIVE PLANNING 4 U
A lesser-understood component of corporate planning For many business owners, corporate financial planning involves more than simply managing income and expenses. The structure of a private corporation introduces additional opportunities and complexities, particularly...
by Finuity | Mar 18, 2026 | EXECUTIVE PLANNING 4 U
A common question for incorporated professionals For many business owners and incorporated professionals, retirement planning presents a different set of choices than those faced by salaried employees. Income may be earned through a corporation, and decisions about...
by Finuity | Feb 10, 2026 | EXECUTIVE PLANNING 4 U
For many successful business owners and professionals, building wealth required discipline, risk, sacrifice, and long-term thinking. Yet when it comes to talking about that wealth with their children, even confident leaders often hesitate. Money conversations can feel...
by Finuity | Jan 15, 2026 | EXECUTIVE PLANNING 4 U
Why waiting carries a higher price than you think Most successful professionals and business owners in Canada know they should have a will, a plan, and a clear roadmap for what happens if they die or become incapacitated. Yet estate planning often sits on the...
