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Скачать или смотреть Estate Freeze Explained: Save Big on Taxes as a Canadian Business Owner

  • West End Wealth Planning
  • 2025-08-28
  • 35
Estate Freeze Explained: Save Big on Taxes as a Canadian Business Owner
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Описание к видео Estate Freeze Explained: Save Big on Taxes as a Canadian Business Owner

If you own an incorporated business in Canada, there’s a powerful tax-saving strategy you need to know about: the estate freeze.

In this episode of Paul's Wealth Insights for Entrepreneurs, Certified Financial Planner Paul Barreca from West End Wealth Planning breaks down what an estate freeze is, who it’s for, and when it makes sense.

👉 You’ll learn:
• How an estate freeze works
• When it can save you (and your family) millions in taxes
• Whether it makes sense for your family business
• What to consider before pulling the trigger

Whether you're planning to sell or pass your business to the next generation, this strategy could be a game-changer.

💬 Got questions about succession or tax planning? Drop them in the comments or reach out directly.
https://www.westendwealth.com/contact

🔔 Subscribe for weekly videos that help you make smarter moves for your business and financial future.

📲 Stay connected. Follow us on:
Facebook:   / westendwealthplanning  
LinkedIn:   / paulbarreca  

#EstatePlanning #TaxStrategy #CanadianBusiness #WealthPlanning #SuccessionPlanning #FinancialPlanner

👤 About Paul Barreca
Paul Barreca is a Certified Financial Planner and founder of West End Wealth Planning, one of the most progressive practices within Investment Planning Counsel (IPC). With over 30 years of experience in financial services—and a two-decade run as a trusted radio host on Newstalk 1010’s Sunday Money Show—Paul is known for making complex financial strategies clear and actionable.

He and his team specialize in working with business owners, professionals, and successful families who want a structured path to financial independence. Through their proprietary Guidepost FORMula, they bring together all the pieces of a client’s financial puzzle into one clear, confident strategy.

While you're at it, download our free new 27-page white paper; It's packed full of valuable information and insights:
“How to Build Your Dream Retirement and Avoid 7 Ways It Can be Completely Derailed:”
https://westendwealth.com/build-your-...

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