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    • CLIENTS
    • PROFESSIONAL ADVISORS
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eDOCS - PROFESSIONAL ADVISORS


Above The Horizon

The Foundation Program

The Preservation Program

Personal Records Organizer
Risk and Complexity Index

Professional Advisor Collaboration

 
 
 

Below The Horizon

Tax Guide for Insurance Ownership Transfers
2023 Quick Reference Tax Guide
Guide to Investment Fund Distributions
Insurance as an Asset Class
Corporate Life Insurance - Renting vs. Owning
Overview of Corporately Owned Critical Illness Insurance
The Capital Dividend Account
Single Purpose Planning
HLCO Investment Costs and Value
Bolstering the Balance Sheet
Accounting of Corporately Held Permanent Life Insurance
Overview of Life Insurance Shares
Investment Risk Questionairre
 
 
 

Net Worth Worksheet

Personal Budget Worksheet

HLCO List of Required Documents
 
EXPERIENCE. TRUSTED ADVISORS TO ACCOMPLISHED ENTREPRENEURS.
EXPERIENCE. TRUSTED ADVISORS TO ACCOMPLISHED ENTREPRENEURS.
Our Office

Haunn Landers & Co.
6645 Kitimat Road, Unit 15
Mississauga ON L5N 6J3

Phone Number
Tel: 905-821-8224
Toll Free: 1-877-523-4437
©2023 Haunn Landers & Co.