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Dave Bailey Bsc, CLU,owner and Daughter Lea Anne Bailey RHU of Dave Bailey Insurance and founder of "The Dave Bailey Insurance Process", started the company in 1976.
Through the years Dave and his daughter Lea Anne have watched his Business clients experienced a number of issues, which still challenge private business owners today.
As a result of this previous experience, Dave decided to search for ways and means of transferring capital (profits) more efficiently by using structures and instruments allowed by Revenue Canada.
Dave has continually maintained relationships with major accounting - actuarial - finance - and lending institutions to ensure the "compatibility and integration" of these structures and instruments for private business owners. |
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