
Sign up to save your podcasts
Or


Greg Einarsson has recently joined the Portfolio Planning team, he brings a career of professional financial planning and complex insurance solution planning to the table.
In this episode we talk about Estate Freezes. If you're a successful business owner or are from a business family this may be something to consider as you pass the success from one generation to the next.
One thing that comes with success in your family business...TAX. Estate Freeze can cap the tax in the older generation and the next gen can continue the business!
Greg can be found at www.portfolioplanning.ca
By Tyson NagasakaGreg Einarsson has recently joined the Portfolio Planning team, he brings a career of professional financial planning and complex insurance solution planning to the table.
In this episode we talk about Estate Freezes. If you're a successful business owner or are from a business family this may be something to consider as you pass the success from one generation to the next.
One thing that comes with success in your family business...TAX. Estate Freeze can cap the tax in the older generation and the next gen can continue the business!
Greg can be found at www.portfolioplanning.ca