About

As a leading provider of corporate insurance planning our clients can take great confidence in the strength of our history and experience to which over the years they have put their faith in us for their estate planning. Where ever they are in life there are three key aspects to consider: building your wealth, protecting your wealth and eventually passing it on.

At Bayside Associates we provide a full range of financial services to the corporate sector and individuals alike. We will show planning solutions to professional executives and business owners that will enhance and protect their wealth. When it comes to business, tax and estate planning we believe in reality based planning not theoretical planning. We help successful business owners identify concerns that many of them don’t even know they have. Simply put you don’t know what you don’t know. We uncover and bring to light a number of issues that may have been simmering behind the scenes just waiting to explode.

Given the potential complexity of your business structure and your potential tax exposure we will assist you in showing you how to provide the funds necessary to buy out partners at death and how to fund the tax liability associated with your business, revenue property, recreational property and any other growing concern. We will also help with the transition of a family business from one generation to the next and will show you how to provide the cash necessary to equalize your estate.

Business owners are not average Canadians and have very different needs and we will show you how to utilize tax shelters by utilizing products that have guarantees and that are versatile that can be used to fund your tax liability and shelter large amounts of capital.