Estate Tax, Succession Planning, and Corporate owned Insurance

Meet Sami Majdalani

“You can’t ‘will’ your way out of tax. And you can’t rely on hope for liquidity when ownership changes.

I work with Ontario incorporated business owners, professionals, and second-generation families to build transfer plans that are structured, coordinated, and fundable.”

– Sami Majdalani, Eagle Wealth Partners

About · Sami Majdalani

Built from corporate leadership. Sharpened by entrepreneurship. Focused on the one number that decides what gets transferred — and what gets lost.

Eagle Wealth Partners exists to help Ontario incorporated business owners understand their estate tax exposure, build the right structure, and create funded liquidity — before life forces the issue.

1 Origins

From corporate offices to the operator's chair.

I once acquired a food business with no previous experience in the industry.

I made mistakes. I managed cash flow I had never seen before. I made payroll under pressure. I carried responsibility when the path was not clear.

That experience changed how I see business owners. It gave me a perspective you do not learn inside a large organization.

Before that, I spent more than 20 years in corporate leadership, including senior roles at Johnson & Johnson. That environment taught me discipline, structure, execution, and the importance of making decisions when the outcome matters.

But entrepreneurship taught me something different. It taught me what it feels like when the risk is personal, the capital is yours, and the consequences affect more than just you.

I do not see incorporated business owners as balance sheets. I see people who have spent years building something valuable, often while carrying pressure that very few people fully understand.

2 The Shift

I did not enter this work looking for a niche. I entered because of a gap.

I did not enter estate and tax planning as a technician looking for a niche. I entered this work because I saw a serious and recurring gap.

Many successful Ontario business owners spend decades building wealth inside their corporations — retained earnings accumulating, business value growing, real estate appreciating. But very few have clearly mapped what that wealth could cost at death, or how the transfer would be funded when ownership changes or life forces the issue.

Their accountants were handling compliance. Their lawyers were handling documents. Too often, nobody had sat down and mapped the actual exposure — in dollars, not jargon.

When ownership transfers, planned or not, the tax bill does not wait for the family to get organized. It lands quickly. And without liquidity, families can be forced into decisions they were never prepared to make.

I have watched business owners and families spend decades building something, then seen an unplanned tax bill force the sale of what they meant to pass on. I focus on estate tax because every estate will face it, it comes due within months, and the family is the one left to pay it.

That is why I founded Eagle Wealth Partners: to help business owners, professionals and families understand the real number, build the right structure, and fund the tax before the problem becomes urgent.

3 How I Work

A practice that is deliberately narrow — by design.

My practice is deliberately narrow. I do not offer general financial planning or manage investment portfolios. Every engagement begins with quantification — the actual tax exposure your family would face today, built from your specific corporate structure, share value, retained earnings, and personal assets.

From there, I design the strategy and coordinate implementation alongside your accountant and lawyer. The plan is funded, documented, and reviewed annually as your business and family evolve.

Clients come in thinking they have a plan. They leave with a number, a structure, and a funded roadmap.

Many families have accountants. Many have lawyers. Many have wills. But very few have clearly answered the one question that matters most:

If something happens tomorrow, where will the cash come from to protect the business, pay the tax, and keep the family from being forced into decisions they were never prepared to make?

That is the gap I help clients solve.

4 Community

Markham is not a market. It is the room I sit in.

I am based in Markham, in York Region, and most of the families I work with are close by — incorporated owners who built their businesses here and want their wealth to stay here.

Being part of this community is not a marketing exercise. I am an active member of both the Markham Board of Trade and the Richmond Hill Board of Trade. I serve as a board member at the Markham Tennis Club. I volunteer with the Red Cross.

These are not credentials. They are commitments. The same business owners I sit across from in a planning conversation are often the same people I see at a board meeting or a community event. That proximity creates accountability — and it shapes how seriously I take the work.

5 Family & Legacy

A father of two daughters — which changes how I think about all of this.

I am a father of two daughters. That shapes how I think about legacy in ways that no credential or designation ever could.

To me, legacy is not just money transferred to the next generation. It is clarity, responsibility, protection, and the example we leave behind. I want my daughters to see that building something is worth protecting — and that the people who helped others do that were worth trusting.

That is the standard I hold myself to in this practice.

6 Outside the Work

Discipline is not something you switch off at 5 p.m.

Physical discipline is a major part of how I operate. CrossFit, skiing, mountain biking, and tennis are not hobbies I fit in around the edges — they are part of how I stay sharp.

They remind me that consistency matters, and execution separates intention from results. The same is true in estate planning.

Eagle Wealth Partners is intentionally boutique.

I work closely with clients — not through layers or generic templates.

Because in estate planning, the cost of waiting is rarely visible today.

But when it shows up, it shows up all at once.

Book a Discovery Call →

Background & Credentials

    
 
 
         
   Vinoka Kannan 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a wonderful experience working with Sami at Eagle Wealth Partners to set up my life insurance. Sami was extremely knowledgeable, professional, and helpful throughout the entire process. He took the time to explain everything clearly, answer all of my questions, and make sure I understood my options and felt confident with the coverage I selected.

The entire process was smooth and stress-free, and I really appreciated Sami’s responsiveness, patience, and personalized approach. It was clear that he genuinely cared about making sure I had the right coverage for my needs.

I’m extremely happy with the service I received and would highly recommend Sami and Eagle Wealth Partners to anyone looking for professional and trustworthy guidance with their life insurance.
  
 
        
   Farhad Moradi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sami is one of those rare professionals whose knowledge, perspective, and wisdom become more evident every time you speak with him.

Every time I meet with Sami, I walk away more confident than before that his depth of expertise is not something easily found. He combines technical knowledge with long-term vision, practical business understanding, and a genuine ability to see what others may overlook.

What I appreciate most is that Sami does not just look at numbers, structures, or planning in isolation. He looks at the bigger picture: the business, the family, the future, and the responsibility that comes with protecting what has been built.

I have personally learned a great deal from his insight, whether in relation to my own business or the way he evaluates broader business and succession challenges. His advice is thoughtful, strategic, and grounded in real-world experience.

I highly recommend Sami to any incorporated business owner or professional who values wisdom, clarity, and long-term protection over quick, surface-level advice.
  
 
        
   M D 
 
 
 
 Trustindex verifies that the original source of the review is Google. My family and I had a great experience working with Sami. He took the time to clearly explain the options best suited for our business, and he and his team helped implement an effective structure, particularly in the areas of estate planning and tax planning.

His approach was thorough and detail-oriented, ensuring everything was set up efficiently in a way that supports future growth while optimizing tax considerations.

Overall, we truly felt that Sami was knowledgeable, responsive, and genuinely invested in our success.

Thank you for all your help!
  
 
        
   Chadi H. 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sami was incredibly accommodating, taking the time to educate me on a wide variety of options until we identified the best product for my needs. I learned a lot through this process and am very happy with the policy we created. He helped me find the ideal value product for my lifestyle and we explored products that I had not known were available until we started working together. Thank you Sami for all your time and efforts!
  
 
        
   Vicky Snyder 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had no idea that a whole life insurance policy doubles as a living investment. The world of insurance is of no interest to me so it's nice when someone just explains to you exactly what will help you, and nothing more
  
 
        
   Alex Tosun 
 
 
 
 Trustindex verifies that the original source of the review is Google. I just wanted to appreciate everything that Sami has done for me when it comes to setting up my life insurance he has helped me and guide me to give me the best option for me. Thanks again sami!
  
 
        
   Michael Daou 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sami understood our needs and tailored a life insurance plan that fit our budget, all while explaining the options with patience and clarity. Professional financial advise.
  
 
        
   Anya Kurmashova 
 
 
 
 Trustindex verifies that the original source of the review is Google. I worked with Sami, he did a fantastic job helping me choose my insurance. I am super happy with his service, I had a very pleasant experience! He directed me through the process and provided me with exactly what I was looking for! I am extremely happy with his knowledge and professionalism. I won’t hesitate to recommend Sami!

Regards
Anya & Sasha
  
 
        
   Jessica C 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sami was our trusted advisor for life insurance. He patiently explained all the available options and helped us put together a plan that fits our needs. Thank you so much Sami!

Information on this website is for general educational purposes and is not legal or tax advice. Planning recommendations are implemented in coordination with qualified legal and tax professionals.

Book a Complimentary Discovery Call with Sami

If you are an Ontario incorporated business owner and want clarity on estate tax exposure, succession strategy, and liquidity planning, this is the right place to start.