TESTIMONIALS

Many years ago John Lindsay stopped by my office and showed me a concept that at the time seems to counter the known strategies with which I was already too familiar: Bonus out and pay tax, or pay tax on dividends" I could see all my hard work just going for tax, there had to be a better way. As an accountant and business owner, I was already aware of the difficulties in creating liquidity for a privately owned company and was looking for a way to get the equity out, tax-free. He completed an intensive analysis of my company(s) holdings to determine the sustainable after tax cash flow and an earnings valuation. He selected an investment portfolio that would grow tax free. The investments were and still are, Canadian government bonds and equity investments in large blue chip dividend paying, undervalued stocks. The investment has performed very well and I am almost on track with John's prediction, all those years ago. I get periodic reports on the investment from an independent advisory service on a continual basis. I have thanked John for these reports many times. My corporate owned life policy has proved to be excellent collateral and has the capacity to accept for future earnings from operations as well as larger capital injections from the sale of my business assets. So now I have more cash and peace of mind for the future."