Blog | Delsan Group

FAMILY TRUSTS & THE 21 YEAR RULE

Family trusts are popular estate and succession planning vehicles for a good reason: they can be versatile and effective tools to help manage family wealth and taxes. But many Canadian family trusts are now well into their second decade and need attention to avoid significant and even devastating tax bills triggered by the Income Tax […]

MDRT: Million Dollar Round Table Meeting Notes!

I am just back from the MDRT Million Dollar Round Table annual meeting taking place this year in the Anaheim California convention center, where I had the chance to meet with the top people in the financial industry from all over the world and I am thrilled to share with you some of the highlights […]