(604) 649-3829
achan@sbslp.ca
Belvedere Financial Solutions Ltd.
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Corporate Insured Retirement Plan

The Opportunity for Small Businesses and Professional/Medical Corporations with growing Retained Earnings

Business owners who need Life Insurance to…

Capitalize on the Capital Dividend Account (CDA) to receive potentially tax-free dividends

Fund a buy-sell agreement between partners of the company

Cover the loss of a key employee such as an individual with a special skill

Secure a loan that will only be granted if there is life insurance on the business owner

Fund a capital gains liability that results from the distribution of a shareholder’s interest in the company to his/her designated beneficiaries

Using Whole Life or Universal Life, once a sizeable Cash Value has accumulated, a third party line of credit may be established to…

Access a source of cash for income or emergencies

Provide a source of tax advantaged supplemental retirement income for key employees and owners

Seek out new business opportunities

Expand their businesses or pay for other operational expenses

Learn More

Contact Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

Mobile: (604) 649-3829
Office: (604) 513-1177
Fax: (604) 513-1170
Toll Free: 1 (877) 303-1177
TF Fax: 1 (866) 859-9947
Email: achan@sbslp.ca

Langley Office
102 – 20171 92A Avenue
Langley, BC V1M 3A5

Vancouver Office
1810 - 1075 West Georgia Street
Vancouver, BC V6E 3C9
T. 604.689.8289 F. 604.689.2801
TF. 1.888.338.9888

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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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