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Blog by Kristyn Pearce

Who Is Your Money Working For? The Importance of Mutual Ownership

Who Is Your Money Working For? The Importance of Mutual Ownership

Kristyn Pearce
Published on: 13/11/2026

Discover why mutual ownership, long-term thinking, financial flexibility, and protecting insurability matter when building a financial strategy for your family's future.

life insuranceTax-efficient wealth transferFamily business successionCorporate surplus cashHolding company life insuranceIFACorporate wealth preservationCorporate estate planningCorporate whole life insuranceLimiting beliefs about moneySetting financial goalsMoney and generosityBuilding an abundant life
5 Limiting Beliefs About Money That May Be Holding You Back

5 Limiting Beliefs About Money That May Be Holding You Back

Kristyn Pearce
Published on: 06/11/2026

Could your beliefs about money be holding you back? Discover five lessons about gratitude, financial goals, peace, generosity, and creating a more abundant life.

life insuranceTax-efficient wealth transferFamily business successionCorporate surplus cashHolding company life insuranceIFACorporate wealth preservationCorporate estate planningCorporate whole life insuranceLimiting beliefs about moneySetting financial goalsMoney and generosityBuilding an abundant life
How Corporate-Owned Life Insurance May Help Business Owners Plan for Today and Tomorrow

How Corporate-Owned Life Insurance May Help Business Owners Plan for Today and Tomorrow

Kristyn Pearce
Published on: 02/11/2026

Learn about corporate tax considerations, the capital dividend account, and how an Immediate Financing Arrangement may provide access to capital for business owners.

life insuranceTax-efficient wealth transferFamily business successionCorporate surplus cashHolding company life insuranceIFACorporate wealth preservationCorporate estate planningCorporate whole life insurance
Building a Legacy: How Life Insurance May Help Preserve Wealth for the Next Generation

Building a Legacy: How Life Insurance May Help Preserve Wealth for the Next Generation

Kristyn Pearce
Published on: 23/10/2026

Learn how Canadian families can prepare for taxes at death, understand estate liquidity, and explore how life insurance may help preserve wealth for the next generation.

Family bankingWhole life insurancePolicy loansFinancial goalsFinancial mindsetBuilding wealthestate planning Canadalife insurance estate planningwealth transferfamily legacy planningestate liquiditydeemed disposition at deathfamily business successionfamily cottage taxparticipating whole life insuranceInfinite Banking Concepttax-efficient wealth planning
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