Insurance Planning - Insurance solutions
A solution for your corporate needs
Every day, you make crucial business decisions affecting the financial health of your business organization. And you know how important it is to have the best possible services and products to help effectively manage your finances. Making the right financial decisions is a big responsibility – and we can help.
Some of the best opportunities for small corporations, including holding companies, come from using tax-exempt life insurance. It is a tax-efficient means of transferring wealth out of a corporation into the hands of the next generation when you pass away.
We can provide you with access to a vast array of products and services geared towards the needs of businesses and corporations. An important part of preparing your business for continued success is to prepare it for the unexpected. We have access to a wide array of business protection strategies:
- Funding buyout agreements
- Shared ownership
- Minimizing corporate taxes
- Maximizing corporate assets
- Executive life insurance planning
- Business succession planning
- Key person insurance
A solution for your personal needs
We understand that creating and effectively managing your wealth is just part of the equation. It's also important to preserve it. Through the use of insurance strategies, we can help you preserve your wealth during your lifetime, and protect the value of your estate for your family and other beneficiaries. Insurance strategies can also help you maximize the wealth you transfer to your heirs.
- Estate creation and preservation
- Tax minimization
- Estate maximization and protection
- Income enhancement
Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec.