Resources

Here are some resources you may find useful.

Research

• Are Canadian Family Businesses an Endangered Species? (1999) (The Deloitte Centre for Tax Education and Research | University of Waterloo)
  • The First Success Readiness Survey of Canadian Family-Owned Businesses
• Canadian private companies navigating their way to success (June 2006) (Deloitte)
  • a survey of 350 owners and CEOs of private businesses
• In Search of Tax Excellence (April 2009) (from CFIB)
  • compares taxes by province (corporate and personal)

Newsletters

• Your Family Business Matters (quarterly from BDO Dunwoody)
• Outlook (from ZLC Financial)

Articles

• Tax Facts and Figures for Individuals and Corporations (from PriceWaterhouseCoopers)
  • 2009, PDF (June 9, 2009)
  • 2008, PDF (May 28, 2008)
  • 2007, PDF (June 1, 2007)
• Corporate Tax Rates (from KPMG)
• Interactive Personal Tax Calculators (from Ernst & Young)
  • 2009
  • 2008
• Family Business Publications (from BDO Dunwoody)
• various topics (from ProfessionalReferrals.ca)
• A Guide To Life Insurance (from CLHIA trade association)
• Tips on saving money on life insurance (Ginsburg Financial Services, Australia)
• Universal Life Insurance As a Strategy in Succession Planning (from ProfessionalReferrals.ca)
  • refers to the Cascade Plan
• Financial Post 500, Life Insurers page

• Will Planning Guide (from ProfessionalReferrals.ca)
• All About Trusts (from ProfessionalReferrals.ca)

Definitions

• BMO Life Insurance Glossary

Websites

• Tax Tips (a retired couple (including an accountant), who owned a small business)
• Deloitte (accounting firm)
• Canadian Federation of Independent Business (CFIB) (lots of research)
• Assuris (consumer protection, similar to CDIC for banks)
• Long Term Care Planning Network
• Canadian Life & Health Insurance Association (CLHIA, the industry's trade association)
• Regulators for life insurance advisors
  • Financial Services Commission of Ontario (FSCO, provincial regulator)
• Merrick Wealth Management (many articles from Peter Merrick)

Non-free

Books

• Estate Planning with Life Insurance (4th ed) by Glenn Stephens
  • for an excellent overview

Online

• CCH Online