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(647) 867-7809

CPN Financial Services Ltd.
Advisor Dave Johnson

2601 Matheson Blvd. E
Mississauga ON L4W 5A8 CA
Phone: (647) 867-7809 Cell: (647) 867-7809 Fax: (416) 352-7490
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Business Strategies

Can life insurance collateralize business bank debt?

How banks view lending money to business owners. Banks follow established rules, which include asking a business owner to collateralize a loan, not just with business assets, but also with personally owned assets, such as a principal residence and cottage....

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The Buy-Sell Agreement: A financial safeguards for shareholders

The Buy-Sell agreement is one of the most important legal documents a business can have to protect shareholders in the event of the death of a business owner/partner. They must be planned ahead Whether you own a partnership or corporation, we can help you...

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How can I reduce business owner risks?

Start-up firms and smaller companies are especially vulnerable to potentially devastating financial risk because they often lack big company sophistication and in-house risk-control expertise. We will help you gain control of your financial risk. Life Insurance. We...

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Does Your Business Need An Estate Freeze?

If your business assets possess potential for large capital gains, and you have children who might take over the company, an estate freeze may be worthwhile considering. An estate plan can assess the fair market value of an estate and the potential tax on...

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