Ep. 91 - Holding Companies, Capital Dividend Accounts & Life Insurance: What Canadian Business Owners Need to Know
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Ep. 91 - Holding Companies, Capital Dividend Accounts & Life Insurance: What Canadian Business Owners Need to Know
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In Episode 91, Winnie Lau is joined by Chartered Professional Accountant Nigel Kennett to break down three commonly misunderstood tools in Canadian business planning: holding companies, the Capital Dividend Account (CDA), and corporate-owned life insurance.
This episode is a plain-language conversation for business owners, farmers, and ranchers who want to understand when these tools actually make sense, how they work together, and why involving the right professionals early can prevent costly mistakes later.
If you're thinking about asset protection, tax efficiency, or long-term succession planning, this episode will help you ask better questions before making big decisions.
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