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Did you know that between 2020 and 2030, Canada is poised for over a $1 trillion intergenerational wealth transfer (1)? That’s $1 trillion being transferred from parents to their children and grandchildren. However, all of this comes with some concern as retired Canadians find themselves with a great deal of accessible cash and questions over how to invest and transfer it… soundly.

If you’re a business owner, insurance can help provide not only protection, but opportunity when it comes to growing your business. Life insurance policies can help protect shareholders and their family members, the corporation itself, as well as key persons to the...