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BMO Nesbitt Burns
65 Regent Street
Suite 200
Fredericton, NB
E3B 5A6
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Insurance | Practical Uses
Estate & Insurance Planning for Individuals
- Estate maximization and tax minimization
- Asset preservation and accumulation
- Income maximization
- Lifestyle protection
Estate & Insurance Planning for Corporations
- Income maximization
- Funding of shareholder/buy-sell agreements in the event of death, disability or critical illness
- Tax liabilities upon death of owner or major shareholder
- Tax-free share redemption upon death of owner or major shareholder