Do you want to …
Financially protect your business?
Grow your assets?
Supplement your retirement cash flow?
We have the right solution for you!
We can help you …
Draw down on your retirement funds without being heavily taxed.
Leverage your retirement funds to increase your lifestyle flexibility.
Grow the inheritance for your heirs.
Are you >>
An owner or majority shareholder of a Canadian Corporation?
Corporately invested with taxable investments?
Looking for ways to reduce corporate taxes?
Wanting life insurance to protect your business?
Up-to-date with your Will?
A customized Corporate Preferred Retirement Life Insurance Policy may be the solution you are seeking
Benefits
“My assets continue to grow in a low risk, tax-advantaged portfolio”
Keith Finley
“My corporation is the beneficiary so my heirs can receive larger after-tax payments on my estate”
Steven Carlson
“I can use my policy as collateral for a corporate guarantee on the loan.”
Michelle Lee
Who
We Are
We believe that smart planning leads to big savings. Our expert team has over 40 years of combined experience helping business owners make the most out of their hard earned money.
Whether it's the just the beginning stages or strategizing for long-term wealth, we’ll work with you to create a tailored plan that aligns with your goals.
Your financial future starts with smart choices today!
Meet Clayton
A self proclaimed people person, Clayton seamlessly blends his love for helping people and wise money stewardship in his role of life insurance advisor.
His background as a Certified Professional Accountant allows a holistic approach to helping his clients make financially wise decisions. Specializing in working with business owners, he creates customized strategies to help them access and grow their money more tax efficiently.
As a family man himself, he understands firsthand the importance of planning ahead to secure a brighter future for your loved ones.
“Working with Clayton was absolutely the right choice for my business and I. His customized solution helped me solve the common problem of efficiently pulling money from my business. This is the best solution I’ve come across - highly recommend.”
Ways We Can Help
Tax Efficient
Retirement Funding
Our corporate life insurance solutions maximize tax efficiency while preserving your wealth through tax-deferred growth and access to funds without immediate tax liabilities. This strategy enables you to retain more of your hard-earned money and allocate resources to grow your business or personal assets.
Leverage Flexibility in
Retirement Funding
With our corporate life insurance plan, you will be able to leverage and access the cash surrender value of your corporately-owned life insurance policy to supplement your retirement cash flow as and when needed.
Estate Growth Strategies
Estate preservation is essential in financial planning, and our tailored corporate life insurance offerings help protect your legacy by securing your estate’s value and minimizing tax burdens for your beneficiaries. With these solutions, you can facilitate a smooth transfer of wealth to your loved ones, ensuring your legacy is maintained for future generations.
