Publisher's Synopsis
Building, Protecting, and Transitioning Wealth: A Canadian Entrepreneur's Playbook
By Micheline Varas
In a world where business owners wear every hat and juggle every risk, clear financial guidance isn't a luxury-it's a necessity.
Building, Protecting, and Transitioning Wealth is a strategic, insightful, and empowering guide for Canadian entrepreneurs who want to grow their business, protect what they've built, and plan a legacy that lasts.
Drawing on over 30 years of industry experience, Micheline Varas demystifies complex concepts-from shareholder agreements to holding companies, from insurance strategies to succession planning-and distills them into clear, actionable steps for business owners at every stage of the journey.
Whether you're just starting out, preparing to expand, or thinking about your exit strategy, this book offers real-life examples, Canadian-specific tax strategies, and practical tools that speak directly to your needs.
Inside, you'll learn how to:Optimize compensation through salary, dividends, and retirement plans
Use corporate structures to preserve capital and reduce tax
Protect income and business continuity with critical and disability insurance
Navigate buy-sell agreements and fund shareholder exits
Plan succession while maintaining family harmony and tax efficiency
Leave a legacy through charitable giving, trusts, and thoughtful estate design
This is more than a guidebook-it's a playbook. One that puts you in control of your financial future, with the confidence to make smart, informed decisions at every step.