Sharing our thinking
CMG regularly updates our thinking on research, trends, and stories about business families and how best to support them.
Covering estate taxes with charitable tax credits
As one of Canada’s largest auto parts wholesalers, finding mutual wins had been Nilam Patel operating style with customers for years. But he wanted a different win-win this time. This one involved planning his charitable legacy, while at the same time covering the tax burden on his estate...
Building business capital and access to liquidity when you need it most
Permanent life insurance is more than an estate tax solution for Canada’s business families. It also builds business capital and can be a source of liquidity – in all market conditions, including a global pandemic like the one we’re experiencing...