Building, Protecting and Transitioning Wealth: A Canadian Entrepreneur's Playbook

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.