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TARGETED INSIGHTS
TARGETED INSIGHTS
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Targeted Insights
Cash is King: Why Business Owners Turn to Life Insurance
December 11, 2024 -
Most business owners understand the necessity of life insurance to protect the viability of their business should they...
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“It’s just for the wealthy” and other myths about Canada’s new capital gains tax
November 18, 2024 -
When Ottawa announced the new capital gains inclusion rate of 66.6%, they promised it would only affect a...
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Pass on the Estate, Not Just the Taxes
August 7, 2024 -
The average Canadian household will pay $34,408 in payroll, income, and health taxes in 2024[1]. They will also...
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Health and Financial Ruin
July 15, 2024 -
The relationship between your personal health and financial wellbeing go hand-in-hand. Life altering illnesses are costly. Paying for...
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Using Life Insurance to Create a Retirement Fund
June 25, 2024 -
If you’re an owner of a professional corporation, you’re more aware than anyone of the responsibilities you have...
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Who Gets Your Business?
March 13, 2024 -
The nature of succession is changing. Across the globe, the old practices of succession are declining. Practices like...
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PROTECT YOUR LOVED ONES
February 14, 2024 -
Have you thought what you’re going to get your loved ones this Valentines day? Perhaps the gift of health...
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New Year, New Resolution? Take Control of Your Destiny
January 18, 2024 -
Guilty of the “36-month” New Year’s resolution myself, I found that I am not alone—a series of studies...
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Is your Business at Risk? How Key Person Insurance can help protect the future of your business
December 18, 2023 -
People make or break a business. Although we often speak of the resilience of people, unfortunately, we humans...
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Protect What Matters Most – A Jump Start to Your Children’s Financial Planning
October 6, 2023 -
Ironically as apple season is here, I was reminded of the old adage “The best time to plant...
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Where should you diversify your money in all this financial uncertainty?
May 25, 2023 -
It looks like the theme of 2023 is already settled. Safety. With the complications of failed banks Silicon...
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Death, Taxes, and Estate Freezes
April 13, 2023 -
In this world nothing can be said to be certain, except death and taxes. Benjamin Franklin wrote that...
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You will die. Don’t die without a will.
March 6, 2023 -
Momento Mori as the old Roman proverb goes. Or Remember, you must die. The philosophy around death has...
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Life Insurance as an Asset Class
January 16, 2023 -
The use of life Insurance has been traced as far back as the ancient roman empire, where poor...
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2023 Resolutions for your Wealth, Health, and Legacy
January 16, 2023 -
When we think of new year resolutions, a goal at the gym is usually one of the first...
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Uncoupling the estate plan vs succession plan
December 15, 2022 -
Many people think the terms “estate planning” and “succession planning” are two ways of saying basically the same...
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Celebrating Canadian Culture with Canada’s Great Kitchen Party
December 13, 2022 -
In the fall of 2022, The Targeted Strategies Group returned to support Canada’s Great Kitchen Party as Platinum...
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2022 NATIONAL BUSINESS BOOK AWARD WINNER
December 2, 2022 -
Congratulations to the winner of the 2022 National Business Book Award – Billion Dollar Start-up: The True Story of...
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How should short-term interest rate increases be viewed?
November 21, 2022 -
Since March of 2022, the Bank of Canada has raised its policy rate by 350 points to 3.75%,...
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Common myths about the transfer of business ownership
September 15, 2022 -
A family business usually changes hands for one of three reasons: the owner is retiring, the owner...
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Putting the right succession-planning team in place
July 21, 2022 -
Although no two family-business succession plans look the same, one thing is true of them all: putting together...
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Understanding the value of business valuations
June 29, 2022 -
Imagine, for a moment, an alternative reality in which only 2% of all homeowners know how much their...
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Key-person insurance is…key
May 31, 2022 -
If a business is going to take just one action to guard against potential future disaster, that action...
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The Targeted Strategies Group selected as a finalist in the Family Wealth Awards 2022
April 29, 2022 -
The Targeted Strategies Group, a leading advisory firm servicing the North-American family office and family wealth industry, has...
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Impact of rising interest rates on participating life insurance policies
March 11, 2022 -
There are many indications that interest rates could rise a number of times over the course of 2022. ...
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Avoiding a fire sale of the family business
February 17, 2022 -
Most business owners would agree that the worst possible scenario for their company is the dreaded fire sale:...
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Why a buy-sell agreement is a must for every family business
January 7, 2022 -
For family-owned businesses more than most, the ability to control what happens to their shares can be a...
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TTSG Donates $10,000 to Food Banks Canada
December 23, 2021 -
The Targeted Strategies Group donates $10,000 on behalf of our clients and employees to support Food Banks Canada,...
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TTSG Donates $15,000 to the Canadian Red Cross
December 21, 2021 -
The Targeted Strategies Group announces a $15,000 donation to the Canadian Red Cross British Columbia Floods & Extreme...
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Announcing the winners of the 2021 National Business Book Awards
December 8, 2021 -
Congratulations to Stephen R. Bown, author of The Company: The Rise and Fall of the Hudson’s Bay Empire and...
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Corporate-owned life insurance and the Capital Dividend Account
November 25, 2021 -
A Capital Dividend Account lets a company receive the proceeds from life insurance and distribute it tax-free to...
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Transitioning to serve our clients for the long-term
October 5, 2021 -
Careful succession planning is crucial to building a sustainable business that can not only survive but thrive for...
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New trends and demographics are making succession decisions even more complex
September 27, 2021 -
It’s the question every family-business owner has to face sooner or later: “How do I choose my successor?”...
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TTSG Donates $50,000 to Recess Guardians
September 24, 2021 -
With kids back at school and the beginning of Fall, The Targeted Strategies Group is proud to announce...
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How family business owners can create functional family dynamics
September 14, 2021 -
If family-business experts could tell the leaders of family firms just one thing about effective succession, it would...
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5 Things for business owners to consider when choosing a life insurance policy
August 31, 2021 -
Business owners are well-versed in making crucial decisions that affect both the current day-to-day operations and the future...
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Celebrating the resilience of Canadian businesses and what gets them through the tough times
July 1, 2021 -
The past year has brought an enormous amount of economic uncertainty. Businesses of every type and size have...
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Letting Go: For family-business owners, it’s easier said than done
June 17, 2021 -
In 1984, a New York Times reporter asked legendary Occidental Petroleum CEO Armand Hammer why, at age 86,...
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Deciding between single vs joint life insurance
May 28, 2021 -
Navigating the many nuances of life insurance policies can be confusing and complex for couples. But those in...
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How procrastination can jeopardise a business legacy
April 15, 2021 -
If there’s one trait that is not normally associated with entrepreneurs and family-business owners, it’s procrastination. After all,...
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Succession planning equals survival for family-owned businesses
March 31, 2021 -
The issue of succession planning is a perennial pain point for businesses—and even more of one for the...
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Year-end message from the CEO
December 22, 2020 -
Many of us will reflect on the challenges we faced this year. The global pandemic, economic roller coaster...
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TTSG donates $25,000 to the Canadian Red Cross
December 21, 2020 -
The Targeted Strategies Group is proud to announce a $25,000 donation to the Emergencies and COVID-19 Response Fund...
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TTSG proudly supports the Saskatoon Zoo Foundation
December 2, 2020 -
The Targeted Strategies Group is proud to sponsor and support the Saskatoon Zoo Foundation’s 12 Days of Christmas...
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Giving back by illuminating the holiday season
November 19, 2020 -
The Targeted Strategies Group is once again proud to sponsor the Vancouver 2020 Tree Lighting presented by Amacon....
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The Targeted Strategies Group supports Canada’s National Business Book Award
November 18, 2020 -
Congratulations to Andrea Benoit, winner of the 35th annual National Business Book Award and $30,000! The Targeted Strategies Group is proud...
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The Implications and Impact of COVID-19 on Canadian Business
September 8, 2020 -
Susan Kichuk, CEO of The Targeted Strategies Group, sits with Jason Montemurro to discuss the impact that the COVID-19 pandemic...
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Bill Paddon on the impact of interest rates and wealth strategies in the COVID era
August 24, 2020 -
Bill Paddon, Senior Advisor – Finance & Banking, explains what low interest rates mean for lenders and borrowers...
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Make insurance part of your estate planning
August 13, 2020 -
Article written by: Rob Lamka, CPA, CA Principal The Targeted Strategies Group There is a common belief that...
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What to expect when applying for life insurance
July 21, 2020 -
Article written by: Erin Smith, MBA, JD Chief Operating Officer The Targeted Strategies Group Life insurance is a...
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Highlighting the difference between Term, and Whole-Life Insurance
May 22, 2020 -
Article written by: Rob Lamka, CPA, CA Principal The Targeted Strategies Group Many Canadians would consider David Chilton,...
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Message from the CEO
April 30, 2020 -
The first quarter of 2020 has all of us conducting business in a very different manner. The global...
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Business continuity in the COVID-19 economy
April 30, 2020 -
The pandemic has forced our team and our clients to adapt to new ways of conducting business during...
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Insurance stability and the Sun Life Participating Account Policy (PAR)
April 30, 2020 -
In March, we partnered with Sun Life to develop a short video with Mark Arruda, Assistant Vice President, Product Management in Insurance...
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