An Ontario Guide for Co-Owners An educational guide for Ontario business partners on how disability, buy sell funding and wage loss replacement plans can help protect ownership, employees and cash flow. By Bill Craven B.A.,CFP,EPC If you share a business with a partner in Ontario, you already know how closely your lives are connected. You make […]
Farm Succession in Ontario
Farm Succession in Ontario: A Practical Guide for Family Farms (with Insurance Strategies) By Bill Craven B.A.,CFP,EPC Farm Succession in Ontario: A Practical Guide for Family Farms Most family farms are land-rich and cash-poor. Value sits in acres, equipment, and quota, so a tax bill, debt call, or buyout at the wrong time can force […]
Disability Insurance for Corporation Owners in Ontario
by Bill Craven Protecting Your Business in a Crisis: Disability Buy-Sell & Wage Loss Plans for Ontario Corporation Owners Tailored insights for incorporated professionals, medical practices, and business partnerships. What would happen to your business if you suddenly couldn’t work? For many incorporated professionals, it’s a question they’ve never seriously considered—until life forces the […]
Life insurance for the professional corporation
By William Craven BA, CFP, EPC Why Life Insurance is Essential for Professional Corporations For professionals in Canada who have incorporated their practices—whether in law, medicine, accounting, or engineering—integrating life insurance into your financial strategy is not just a good idea; it’s essential. Life insurance for professional corporations in Canada offers vital protection for your […]
Choosing the right insurance solution
By William Craven BA, CFP, EPC In today’s complex financial landscape, personalized insurance solutions are essential for professionals and businesses in Canada, particularly in regions like Ontario, Alberta, and British Columbia. Custom insurance services in Canada offer the flexibility and specificity needed to meet unique financial goals and protect valuable assets. At the heart of […]





