Thought provoking. Useful. Relevant. Our team regularly generates problem solving insights and experiences worth sharing.

Your Tax-Free Savings Account (TFSA): the advantages of designating a beneficiary

Fuller Landau Team • February 18, 2021 AvatarMost Canadian investors by now are familiar with the Tax-Free Savings Account (TFSA). Since the TFSA was introduced in 2009, Canadians (age 18+) are able to contribute a limited amount of funds to their TFSA each year. Any investment income earned on those contributions is non-taxable. Additional contribution room is also granted to eligible Canadi ... Read more

The benefits of an estate freeze

Fuller Landau Team • November 04, 2020 AvatarAs a shareholder of a corporation (original shareholder or freezor) becomes older and wishes to pass the future growth of the business to the next generation or key employees, (s)he can implement a common reorganization known as an estate freeze. What is an estate freeze? A typical estate freeze transaction involves an exchange of existing ... Read more

Fuller Discovery Sessions

Fuller Landau Team • June 18, 2020 AvatarMany business owners may be considering their future financial needs as a result of COVID-19.  Jonas Cohen and Jeffrey Mandell of our Corporate Finance/M&A team have created the Fuller Discovery Session – a complimentary, one hour phone call to help you explore and identify opportunities.  Learn more about the Fuller Discovery Sessions here ... Read more

Fuller Landau acted as exclusive financial advisor and helped secure $4 million of senior debt

Fuller Landau Team • June 15, 2020 AvatarFuller Landau Advisory Services Inc. acted as the exclusive financial advisor to Choice One Medical Inc. on raising $4 million of Senior Debt from a Schedule A bank. Fuller Landau was exclusively engaged in 2019 by the client in order to secure bridge financing required to complete the successful acquisition of Choice One Medical. Jeffrey ... Read more

Fuller Landau acted as exclusive financial advisor and helped secure $25 million of senior debt

Fuller Landau Team • June 11, 2020 AvatarFuller Landau Advisory Services Inc. acted as the exclusive financial advisor to ClearPier Inc. on raising $25 million of senior debt from a Schedule A bank. ClearPier Inc. engaged Fuller Landau with a mandate to secure a new senior debt facility with a Schedule A bank in order to support the company’s increased working capital ... Read more

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