by Davlyn Financial | Aug 31, 2025 | Blog, business owners, estate planning, Family, insurance, investment
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Davlyn Financial | Jun 14, 2023 | Blog, CLU Comment, life insurance
There may be times when there is a need to transfer a life insurance policy from a corporation to an individual shareholder or from one corporation to another. At a recent Canada Life and Health Insurance Association meeting, the Canada Revenue Agency (CRA) was asked...
