Blog

delsan

Blog

Warren Buffett on estate planning.

By Yisroel Sandel on February 01, 2022

The focus of the Berkshire Annual General Meeting is usually the economy, investing, and Berkshire’s many businesses. There are inevitably questions about Mr. Buffett’s succession plans. But Mr. Blum’s question…

Read more

By Winston Churchill… Where we have been

By Yisroel Sandel on January 02, 2022

The following quote was written by Sir Winston Churchill in 1951. "If I had my way, I would write the word ‘insurance’ over the door of every house and upon…

Read more

The Estate Bond

By Yisroel Sandel on November 01, 2021

Growing your estate without undue market risk and taxes. Often we see investors shift gears near retirement and beyond. Many become risk adverse and move their assets into fixed income…

Read more

Get Your Corporate Dollars Doing Double Duty

By Yisroel Sandel on October 01, 2021

Owners of successful private corporations are well aware of the importance of cash flow. Many are protective of how they allocate corporate capital so that business ventures are adequately funded…

Read more

Family Business Planning Strategies

By Yisroel Sandel on July 01, 2021

If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good. This has not changed over the…

Read more

Get a free consultation with a financial advisor
click here for a free instant life quote

Contact us to learn more about financial services & products

    wealth_creation
    click to watch & listen

    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.