Blog

delsan

Blog

U.S. Estate Tax For Canadians

By Yisroel Sandel on August 02, 2017

U.S. citizens, are subject to U.S. estate tax on the fair market value of their worldwide assets on death. For 2016, the U.S. estate tax applies on the value of…

Read more

Succession planning tips for small-business owners.

By Yisroel Sandel on May 02, 2017

Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss,…

Read more

Succession planning tips for small-business owners

By Yisroel Sandel on January 02, 2017

Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss,…

Read more

Five important considerations when writing a will

By Yisroel Sandel on September 01, 2016

They’re called the “accumulation years,” the 20, 30 or 40 years we work and earn money. During this time we buy a home, own a small business, volunteer, donate to…

Read more

Ten things you need to do when your spouse dies

By Yisroel Sandel on July 01, 2016

When you’re newly widowed, you need to think clearly and make good decisions in the midst of your grief. This checklist can help you get through it. Whether it’s a…

Read more

Contact us to learn more about financial services & products

    SIGN UP TO RECEIVE OUR FINANCIAL TIPS QUARTERLY NEWSLETTER

      Contact us for a FREE life insurance quote

      As an insurance broker we are able to provide you with life insurance quotes from

      most insurance companies in Canada to ensure you receive the best rates.