Articles & Insights
Plain-English answers to the questions our clients ask.
For business owners: estate tax, corporate structure, succession and buy-sell funding. For families: the cottage, RRIFs, passing wealth to your children and living benefits.
Learn about:
Estate Tax • Corporate Structure • Business Succession • The Family Cottage • Living Benefits
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.
Canada has no inheritance tax, yet Ontario estates can owe over $1 million at death. The five tax triggers, an example, and how families fund the bill.
Eagle Wealth Partners
Preserve Wealth. Protect Legacy.
Serving families and business owners across Ontario. Markham, in person and online.
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Sami Majdalani is a licensed life and accident and sickness insurance agent in Ontario. Verify my licence on FSRA’s website. Insurance and segregated fund contracts are placed through HUB Financial, a managing general agency. Eagle Wealth Partners is paid by commission from the insurers whose products clients buy, and may also receive bonuses or other incentives from insurers. A full disclosure of the insurers we represent, how we are paid and any conflicts of interest is available on request.
Segregated fund contracts are individual variable insurance contracts issued by insurance companies. Any amount allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.
Information on this site is general and is not legal, tax or insurance advice for your situation. Planning is implemented with your legal and tax professionals. © 2026 Eagle Wealth Partners Inc.
