August 26, 2026
How can I create multi-generational wealth?
The four-part framework behind generational wealth in Canada — and a deep dive on participating whole life insurance with paid-up additions, owned personally or inside your corporation, including how the capital dividend account turns a death benefit into tax-free money for the family.
Read the article → July 24, 2026The capital gains increase was cancelled. Your estate tax bill wasn't.
The 2026 inclusion rate stays at 50% — but deemed disposition, BC probate, and RRIF taxation never went anywhere. What incorporated business owners should review now that the policy whiplash is over.
Read the article → July 10, 2026Why most family wealth disappears by the third generation
Shirtsleeves to shirtsleeves in three generations. It isn't bad luck — it's what happens without structure, tax planning, and a prepared next generation. Here's how the erosion works, and where families can intervene.
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