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Blog by Kristyn Pearce

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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Private Trusts in Canada: What They Are, Who They’re For, and When to Think Twice

Private Trusts in Canada: What They Are, Who They’re For, and When to Think Twice

Kristyn Pearce
Published on: 19/03/2026

Private trusts in Canada can offer control, privacy, and long-term planning benefits - but they come with complexity and cost. Learn who they’re for and when to consider one.

private trusts Canadaestate planning Canadaasset protection strategiesgenerational wealth planningtax planning Canadawealth transfer strategiesinfinite banking Canadafinancial planning for familieslegacy planning strategies
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