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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....

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Tel:

613-599-4070

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Email:

mcai@coulas.ca

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

 

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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.

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