Author Archives: Jeff Devlin

You may not drive a race car, but you should still consider life insurance … 

Since her early twenties, Danica Patrick has driven a racecar for a living; she is the most successful woman in … Continue reading

Jim Harbaugh Agrees to Creative Compensation … 

University of Michigan and football coach, Jim Harbaugh, recently agreed to a very innovative contract amendment that we wanted to share, … Continue reading

Why I Invested in Life Insurance and How I Use It … 

I often get asked by clients if I have life insurance on myself. When you look at life insurance as … Continue reading

Why it Makes Sense to Consider an Executive Health Savings Plan …

We work with hundreds of business owners and in the last five years, we’ve received many phone calls letting us … Continue reading

How To Use Life Insurance Creatively

How To Use Life Insurance Creatively When you mention the words life insurance, people’s attention starts to waiver, usually because … Continue reading


Often private business owners are advised to pay themselves enough of a salary and bonus to ensure they can maximize … Continue reading

4 Canadian Tax Shelters You Need to Know

For many of our clients, the financial focus is usually around saving money and paying less in taxes; while you may … Continue reading

How to Pull Money Out of Your Corporation Tax-Free? 

If you’re a business owner whose company is profitable and growing (or transitioning) and you want to pay less in taxes … Continue reading

The Story of Frog Box …

Most Vancouverites who have ever moved or are raving fans of CBC’s Dragons’ Den have likely heard of Frog Box … Continue reading

What Do Walt Disney, Jim Pattison and Ray Kroc Have in Common?

Life Insurance! After just those two words, your attention is probably starting to waiver. But life insurance has played a key … Continue reading