Coulas Insurance Ltd.
  • Services
    • Group Benefits
      • Group Health Benefits
      • Group Retirement Benefits
    • Insurance
      • Disability Insurance
      • Critical Illness Insurance
      • Long Term Care
      • Mortgage Insurance
      • Life Insurance
      • Personal Life Insurance
      • Corporate Life Insurance
    • Investment
      • Registered Education Savings Plan
      • Tax Free Savings Account
      • Registered Retirement Savings Plan
      • Registered Retirement Income Fund
      • Annuities
    • Business Owners
      • Financial Advice
      • Insurance Planning
      • Estate Planning for Business Owners
      • Retirement Planning
      • Succession Planning
      • Group Health Benefits
      • Group Retirement Benefits
    • Individuals & Families
      • Financial Advice
      • Insurance Planning
      • Retirement Planning
      • Estate Planning for Young Families
      • Estate Planning for Retirees and Mature Families
    • Professionals
      • Financial Advice
      • Retirement Planning
  • About
    • About
    • Testimonials
    • Group Suppliers
    • Suppliers
    • Resources
    • Privacy and Website Terms of Use
  • Blog
  • Contact
  • Client Access
Select Page
Estate Planning for Business Owners

Estate Planning for Business Owners

by Coulas Insurance Ltd. | Aug 31, 2025 | Blog, business owners, Estate Planning, Family, Insurance, Investment

Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
Business Overhead Expense Insurance

Business Overhead Expense Insurance

by Coulas Insurance Ltd. | Jun 30, 2025 | Blog, business owners, buy sell, corporate, disability insurance, Insurance

For business owners, ensuring that your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role in reducing the financial impact on your business in the...
Benefits of Consolidation

Benefits of Consolidation

by Coulas Insurance Ltd. | Jun 2, 2025 | Blog, business owners, Family, farmers, financial advice, Financial Planning, Insurance, Investment, Professionals, Retirees

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
Financial Advice for Incorporated Professionals

Financial Advice for Incorporated Professionals

by Coulas Insurance Ltd. | Feb 28, 2025 | Blog, financial advice, Financial Planning, incorporated professionals, Insurance, Investment, Professionals

Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice.  A few things to keep in mind for professionals are:Professionals are typically in the highest income tax bracket, therefore incorporating...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Coulas Insurance Ltd. | Jul 31, 2023 | Blog, business owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
Life Insurance after 60- is it necessary?

Life Insurance after 60- is it necessary?

by Coulas Insurance Ltd. | Dec 2, 2022 | Blog, Insurance, life insurance

You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
« Older Entries

Get in Touch



Tel:

613-599-4070



Email:

mcai@coulas.ca



78 George St t#204
Ottawa, ON
K1N 5W1

 

  • Follow
  • Follow
  • Follow

About

We provide diverse, leading-edge insurance and wealth management solutions that protect our clients, their businesses and families. Putting our clients first is what makes us different.

Sign Up for Our Newsletter

* indicates required

/* real people should not fill this in and expect good things – do not remove this or risk form bot signups */

Insurance products, including segregated fund policies, are offered through Coulas Insurance Ltd., and Investment Representatives Nadiya Sakhno and Marty Coulas offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd., and design are trademarks of Quadrus Investment Services Ltd. Used with Permission.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

©2024 Financial Tech Tools | Privacy & Website Terms of Use