Tag Archives: Investment strategy

Starting with One: Ep. 15 – The Insurance Planning Continuum Part 2 with Stephanie Stewart



When it comes down to it, it’s all about the tax! Stephanie Stewart, Advanced Case Consultant at Canada Life, returns to explain how business owners can use life insurance as one of the best, long term investment diversification strategies. Learn how the right insurance solution incorporated into a meaningful financial plan will help build your wealth, tax free.


Starting with One: Ep10 – Minimizing the impact of Passive Income Rules with Louis Isabella



Louis Isabella joins Robin and Al to discuss the impact of Passive Investment Income rules on small business owners and the investment strategies that can ensure you’re staying on-side of the rules while reducing/managing your taxable income.