Financial Tech Tools

Financial Planning for Families and Business Owners

FINANCIAL PLANNING

Helping achieve your financial goals through financial planning

FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News from Financial Tech Tools

Whole Life Insurance- A Whole New Investment Class

Aug 11, 2015

The recent developments in investment markets and the volatile performance that has resulted have brought about a new appeal to an old workhorse. For investors looking for a diversification in their investment portfolio and a more tax efficient fixed income investment alternative, a compelling argument can be made for the use of Whole Life Insurance. […]

The Corporate Extraction Strategy-Transferring a Life Insurance Policy to a Corporation

Aug 11, 2015

The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV). When handled properly, it could result in withdrawing capital from the corporation tax free! The preferred candidates for this strategy Own a life insurance policy that they wish to maintain; Own all the shares […]

Group Life Insurance – Only Part of The Solution

Aug 11, 2015

Ownership of individual life insurance at its lowest level in 30 years The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households: Individual ownership of Life Insurance was at its lowest level in 30 years; 3 in 10 households did not have individual life insurance […]

Family Business Planning Strategies

Aug 11, 2015

If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good. This has not changed over the years. Statistics show a failure rate of: 67% of businesses fail to succeed into the second generation 90% fail by the third generation With 80% […]

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