PARTNERS
For business owners
Incorporated owners, partners and professional corporations. We calculate what your corporation will owe at death, then design the structure and funding so your business and family are not forced to sell.
Services
A preliminary estimate of your estate tax bill and the cash gap behind it. Complimentary.
Check whether your corporate structure supports the transfer you intend.
Coverage sized to your tax, in the right company, paid out through the capital dividend account.
Cap your tax at today’s value and fund the liability the freeze locks in.
Make sure your shareholder agreement is funded for death and disability.
Control, fairness between children and the tax, decided in advance.
Protect your income and your business if you cannot work.
Planning for your family as well? See family planning → Most owners need both, and we plan them as one estate.
01
A complimentary Estate Tax Exposure Assessment gives a preliminary estimate of what your estate would owe and the cash gap.
02
We check whether your companies, shares and agreements support the transfer you intend.
03
We close the gap with the right mix of planning and insurance, compared across eight insurers.
The first call and a preliminary estate tax estimate are both complimentary. You leave knowing whether there is a gap worth fixing.
Eagle Wealth Partners
Preserve Wealth. Protect Legacy.
Serving families and business owners across Ontario. Markham, in person and online.
Contact
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.