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When it comes to building and preserving wealth, Canadian business owners and high-net-worth families have several powerful tools at their disposal. Two of the most commonly discussed are Family Trusts and Corporate-Owned Life Insurance (COLI). While both can support tax efficiency, estate planning, and wealth transfer, they operate very differently. Understanding their unique advantages —… Continue reading Family Trusts vs. Corporate-Owned Life Insurance (COLI): Which Strategy is Right for You?

Executive Summary The Pipeline Tax Strategy is a method used by Canadian business owners and their estates to reduce double taxation on private company shares after death. Normally, death triggers a capital gain on shares, and later distributions to heirs can be taxed again as dividends.The pipeline strategy restructures this so the estate receives repayments… Continue reading PIPELINE TAX STRATEGY – Prepared by Valemont Capital Inc.