Johnson Family Case Study

Bill Johnson, founder and owner of an international auto parts maker, was referred to Creaghan McConnell Group by another client in the automotive business. It quickly became clear that Bill felt his estate plan needed some attention before insurance was discussed in detail.  more...


The Wasting Freeze

How do owners of successful private companies transfer their ownership position to the next generation, while also minimizing the tax consequences of the transfer? Learn more...


New income tax rules for life insurance in 2017 will have "significant impact on estate plans" 

Changes are coming to the Income Tax Act with respect to life insurance policies. We summarize the impact, and point you to additional details and examples....more


2016 Federal Budget

CMG offers a concise overview of key changes to life insurance announced in the recent federal budget...more