Strategic Wealth & Estate Planning for Business Owners and Professionals
Protect assets, reduce taxes, and build a lasting legacy.
Integrating business strategy, personal wealth planning, and estate protection.
What We Do
At Eagle Wealth Partners, we design integrated wealth and risk management strategies that protect your business, your family, and your future.
Our independent approach ensures every solution is tailored to your goals, today and for generations to come.
Buy–Sell Agreements
Ensure seamless ownership transitions and protect shareholder value through properly funded buy–sell arrangements that minimize tax impact and liquidity risk.
Key Person Insurance
Safeguard your business continuity against the unexpected loss of a vital team member with customized life and disability protection.
Group Benefits & Executive Plans
Retain and reward your team with competitive, tax-efficient employee benefits and executive compensation structures.
Estate & Legacy Planning
Transfer wealth efficiently while preserving family harmony and minimizing taxes through wills, trusts, and charitable strategies.
Living Benefits (Disability & Critical Illness)
Protect your income and assets with comprehensive coverage that supports you during health-related interruptions or recovery periods.
Corporate & Personal Life Insurance
Integrate insurance into your broader wealth plan to enhance tax efficiency, liquidity, and long-term value creation.
Our Expertise
Our team combines decades of experience in wealth management, estate strategy, and corporate planning.
We integrate tax efficiency, business continuity, and family legacy preservation into every tailored solution, helping clients protect what matters most.
Estate Planning
We create strategies that minimize estate taxes and ensure smooth intergenerational transfers. From wills and trusts to charitable giving, our estate solutions are designed to preserve wealth and maintain family harmony.
Tax Strategies
Business Continuity & Succession
Safeguard your business legacy with buy-sell arrangements, key-person coverage, and succession blueprints that secure shareholders, employees, and family members.
Intergenerational Wealth Transfer
We guide families through estate freezes, capital dividend accounts, and trusts to ensure a smooth, tax-efficient wealth transition to the next generation.
Charitable Giving
Maximize the impact of your philanthropy through structured gifts, charitable remainder trusts, and corporate giving strategies that align with your values.
Risk Management
We design comprehensive insurance solutions, including life, disability, and critical illness, that protect income, business assets, and long-term stability.
Corporate Structuring
Align your HoldCo and OpCo for optimal tax and creditor protection. Our approach supports growth, succession, and estate integration across all entities.
Who We Help
We work with clients who value strategic planning, tax efficiency, and long-term security.
If you see yourself in one of the profiles below, we can help.
Business Owners & Entrepreneurs
Challenges: Continuity risk, tax drag, liquidity at exit, protecting family and key staff.
How we help:
Funded buy–sell plans, key person coverage, HoldCo/OpCo structuring, tax-efficient exits.
Incorporated Professionals (Doctors, Dentists, Consultants)
Challenges: Income protection, corporate surplus sheltering, efficient compensation, and retirement planning.
How we help:
Corporate-owned life/CI/DI, IPP/RCAs, cash value optimization, dividend/remuneration planning.
Families & Pre-Retirees
Challenges: Mortgage protection, education funding, estate clarity, minimizing taxes at death.
How we help:
Term/perm life, critical illness and disability coverage, wills/trust coordination, charitable strategies.
Tech Professionals & New Canadians
Challenges: Concentrated equity risk, cross-border questions, benefits gaps, tax efficiency.
How we help:
Diversification strategies, tailored insurance, RSU/stock planning, newcomer-friendly guidance.
Our Process
Our clients value clarity and confidence.
That’s why we follow a proven five-step process that ensures every recommendation is personalized,
tax-efficient, and aligned with your long-term goals.
Our Founder
“True wealth is not only what you build, but what you’re able to sustain and pass forward.”
Connect with Sami Majdalani
Meet Sami Majdalani — Founder & Principal Advisor
With over two decades of experience leading organizations and guiding professionals through strategic financial decisions, Sami Majdalani founded Eagle Wealth Partners with a clear mission: To help business owners and families protect, grow, and transfer their wealth with confidence and purpose.
A Vision Built on Integrity and Experience
Sami’s career spans more than 20 years in senior leadership, business consulting, and wealth management. Having built and led multiple ventures, he understands firsthand the complexities entrepreneurs face when balancing business success with personal financial goals.
Through Eagle Wealth Partners, Sami integrates corporate strategy, tax-efficient planning, and estate continuity — offering clients clarity, structure, and peace of mind.
A Personalized Approach to Wealth Planning
Sami believes in a relationship-driven approach that goes beyond numbers. Every client engagement begins with listening, understanding values, priorities, and long-term aspirations before designing a plan.
Whether structuring a succession plan, creating liquidity through corporate-owned insurance, or coordinating intergenerational wealth transfer, Sami’s approach is grounded in trust, transparency, and collaboration.
A Commitment to Lifelong Impact
His vision for Eagle Wealth Partners is to empower clients with strategies that not only preserve capital but also create enduring legacies for families, employees, and communities.
Why Choose Us
We combine technical expertise with personalized attention.
Our clients choose Eagle Wealth Partners for guidance that’s objective, integrated, and focused on protecting both their assets and their legacy.
What Type of Insurance Is Right for You?
Choosing the right insurance isn’t about products, it’s about purpose.
We help you understand how each policy supports your financial goals, whether you’re protecting your business, your family, or your legacy.
| Term Life Insurance | Whole Life Insurance | Universal Life Insurance | |
|---|---|---|---|
| Coverage Period | 10–30 years; renewable | Lifetime protection | Lifetime protection |
| Premiums | Lowest cost initially; increase on renewal | Level for life | Flexible, based on coverage and investment | Cash Value | None | Guaranteed cash value growth | Investment component with tax-advantaged growth |
| Best For | Income protection or debt coverage | Estate planning & asset preservation | Tax-efficient wealth accumulation |
| Advantages | Simple & affordable | Stability & dividends potential | Flexible premiums & investment control |
| Considerations | No value after term ends | Higher cost | Requires active management |
Download the Legacy Planning Guide
Protect your estate, reduce taxes, and prepare your family for the future.
Our free Legacy Planning Guide includes practical checklists and strategies used by successful business owners and professionals across Canada.
- Understand how to minimize estate tax burdens
- Learn how to structure family wealth transfers
- Avoid common estate planning mistakes
- Get a step-by-step legacy readiness checklist
What Our Clients Say
Our clients are business owners, professionals, and families who value trust, clarity, and results.
Here’s what some of them have shared about working with Eagle Wealth Partners.
Insights & Resources
Stay informed with expert guidance on wealth, tax, and estate strategies.
Our articles help business owners and professionals make confident financial decisions.
Frequently Asked Questions
We understand that choosing the right financial partner takes careful consideration.
Here are answers to the questions we hear most often.
What’s the difference between term and permanent life insurance?
Term insurance provides coverage for a set period—typically 10 to 30 years—while permanent insurance offers lifetime protection and may build cash value over time.
How does corporate-owned life insurance (COLI) work?
COLI is a policy held by a corporation on key individuals or shareholders. It provides tax-efficient funding for buy-sell agreements, shareholder protection, or estate equalization.
What is a buy-sell agreement, and why do I need one?
A buy-sell agreement ensures that ownership of your business transitions smoothly if a partner dies, becomes disabled, or exits. It’s essential for protecting business value and continuity.
How can I reduce estate taxes for my family?
Tax-efficient estate planning may include trusts, charitable giving, corporate reorganizations, or using life insurance to create liquidity for taxes—helping you pass more to your heirs.
What are “living benefits”?
Living benefits include coverage like disability or critical illness insurance that provides income or lump-sum protection while you’re alive—so your finances stay stable during recovery.
Why work with an independent advisory firm?
As independent advisors, we’re not tied to specific financial institutions or products. That means you get transparent, objective advice tailored solely to your goals and situation.
These responses are for informational purposes only and do not constitute financial advice. Please contact our team for personalized recommendations.
Let’s Start the Conversation
Your goals deserve a plan that’s personal, practical, and built for the long term.
Book a private consultation to explore how we can help you protect, grow, and transfer your wealth with confidence.
Eagle Wealth Partners
Location: Markham, Ontario, Canada
Phone: 647 289 4847
Email: sami@theabccanada.com
Hours: Monday–Friday: 9:00 AM – 5:00 PM (EST)
Serving clients across Ontario. Virtual consultations available.
Eagle Wealth Partners
Markham, Ontario, Canada
+1 647 289 4847
sami@theabccanada.com