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On today’s episode, we’re asking a question that a lot of us don’t want to ask: “What happens to my business when I die?” And more importantly, what do you need to know about death and taxes in Canada when it comes to your business. Darren and Christina break it all down including RRSPs, capital gains, corporate real estate, and of course utilizing life insurance in your tax planning. They also go through a great real world example and finish with a quick summary of how the Rockefeller Method works. Tune in now!

Show notes:

00:00 - Introduction

1:20 - Understanding death and taxes in Canada

7:15 - RRSPs and capital gains

9:50 - Corporate real estate

12:05 - Life insurance as part of tax planning

16:20 - Example of an entrepreneur who started a business from scratch and after 20-30 years, the business is worth 10 million and the entrepreneur passes away… what happens next?

25:30 - Non-tax considerations

30:20 - The Rockefeller Method

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

We’re back with part 2 of our series on the Rockefellers and in this episode, Darren and Christina are breaking down what the Rockefellers called their “Family Legacy Rings”. These 3 legacy rings are the family office, the family retreat, and the family constitution and they play a vital role in ensuring that the family understands the responsibilities they have when it comes to the family wealth. Tune in now!

Show notes:

00:00 - Introduction

1:50 - Breaking down “Family Legacy Rings” - Number one: The family office

4:05 - Number two: The family retreat

8:20 - Number three: The family constitution

14:50 - The power of cash value life insurance

18:10 - Wrap up

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

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In this must-listen episode, Darren and Christina sit down with group insurance expert Pat McIver to unpack everything employers and employees need to know about group benefits. From the basics of coverage and cost-sharing to how high-cost medications like Ozempic and biologics are reshaping plans, this episode delivers practical insights you won’t find in a brochure. Learn how to structure a tax-efficient benefits plan, why claims experience matters, and how the coming changes in pharmacare might impact your business. Whether you're managing a two-person team or a 100-person company, this conversation is packed with essential knowledge, tune in now!

Show notes:

00:00 - Introduction to Pat McIver

1:55 - Breaking down group benefits

7:30 - Is Ozempic and other new drugs covered?

12:30 - What types of claims will drive up the premium?

14:40 - Minimum number of employees needed to start a benefits plan

15:45 - Best practices from employer standpoint on long term disability coverage

18:40 - What is a health spending account?

22:15 - Tips for business owners on what to avoid and what they should be looking at

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