Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

What happens to your business if your partner dies, divorces, becomes disabled… or just wants out?

On today’s episode, Darren and Christina break down one of the most overlooked — yet absolutely critical — tools for business owners: the Buy-Sell Agreement.

A buy-sell agreement isn’t just a legal document. It’s a business-saving strategy that protects your company, your partners, your family, and your legacy when the unexpected happens. Whether you’re a doctor in a practice, a real estate investor with JV partners, or running a family-owned business — this is an episode you can’t afford to miss.

Here’s what we cover in this episode:

• What is a Buy-Sell Agreement? (and why every business needs one)
  
  

• The devastating risks of NOT having a plan in place
  
  

• Real-world stories of businesses saved (or destroyed) by buy-sells
  
  

• The importance of business valuations (and CRA compliance in Canada)
  
  

• Key clauses every buy-sell agreement should include (shotgun clause, first right of refusal, tag-along/drag-along, and more)
  
  

• Why funding matters — and how life insurance is the smartest, most tax-efficient tool to protect your business
  
  

• Cross purchase vs. share redemption: how to structure agreements properly
  
  

• Tax advantages of using insurance inside your corporation
  
  

• Legacy and succession planning for multi-generational businesses
  
  

Darren and Christina share real client examples, common mistakes, and practical strategies that could save your company millions — and prevent your family from inheriting chaos instead of wealth.

If you’re a business owner, entrepreneur, or investor, this is an essential episode for protecting everything you’ve worked for.

Show notes:

00:00 - Introduction

1:55 - What is a buy-sell agreement?

7:50 - Common clauses in a buy-sell agreement

15:35 - Funding a buy-sell agreement

21:00 - How does it work when you die?

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren and Christina are back for part 5 of our Rockefeller Method series! The two break down the different types of life insurance available to Canadians and go over why participating whole life insurance is the superpower that will secure your financial future for generations to come!

If you’ve ever wondered how the wealthy seem to create money out of thin air while paying less tax — this conversation is your blueprint!

Show notes:

00:00 - Introduction

2:25 - Types of life insurance available to Canadians

2:30 - Breaking down term insurance

6:30 - Breaking down universal life insurance

15:35 - Breaking down non-participating whole life insurance

17:45 - Breaking down participating whole life insurance

25:00 - Why are wealthy families using this product?

27:40 - Recap

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren is joined by André Brisson, entrepreneur, engineer, and host of The Impulsive Thinker. The two chat about André’s late in life diagnosis of ADHD and how everything started to fit together once he understood the complexity of Attention Deficit and Hyperactivity Disorder. He breaks down what it means to hyperfocus, how he recognized his strengths and weaknesses, his advice for parents who have children with ADHD, as well as some of the work he does with other entrepreneurs that have the diagnosis. Tune in now!

Show notes:

00:00 - Introduction to André Brisson

2:40 - André on neurodiversity and hyperfocus

7:40 - Definition of ADHD

13:50 - Entrepreneurs and ADHD

16:30 - André on time blindness

19:05 - Do more children have ADHD nowadays?

23:40 - André recommendations to parents who have children diagnosed with ADHD

29:00 - Supporting employees with ADHD in the workplace

30:30 - André on his work with other entrepreneurs with ADHD

FIND ANDRÉ ON:

Website: https://www.theimpulsivethinker.com/

Linkedin: linkedin.com/in/theimpulsivethinker?originalSubdomain=ca

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, it’s the August update and Darren is joined by Control and Compound’s Jake Mitchell!

They break down the biggest financial stories shaping Canada and beyond including Bank of Canada’s latest interest rate decision and what it means for mortgages and investors, Bitcoin’s 11% surge and why the groundbreaking Genius Act is a game-changer for cryptocurrency and stablecoins, Canadian real estate market trends and why some regions are cooling while others are heating up, and inflation updates, stock market performance, and what’s next for the economy.

Plus, they also chat about the life insurance boom, new electric car mandates, and how EOS and AI are reshaping how Control and Compound grows.

Whether you’re an investor, business owner, or just trying to make sense of the financial headlines—this is your essential economic update!

Show notes:

00:00 - Introduction

00:40 - Bank of Canada update

2:05 - Inflation update

2:50 - Canadian dollar update

3:15 - Stock market update

3:45 - Bitcoin update

8:40 - Real estate update

9:50 - Life insurance industry news

12:10 - Economic news

17:20 - Control and Compound news

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

Most Canadians have no idea what actually happens to the money they put into their whole life insurance policy. On today’s episode, Darren and Christina break down how Canadian whole life insurance companies really invest your premiums.

From billion-dollar real estate projects, farmland, timberland, infrastructure, and even NHL stadiums, these funds are built for long-term stability and consistent dividends. We reveal surprising real-world investments you probably never knew you were a part of as a policyholder.

Whether you’re curious about fixed income, equities, or unique real asset investments, this episode shows why whole life insurance is often called one of the safest and most diversified financial vehicles in Canada. Tune in now!

Show notes:

00:00 - Introduction

1:50 - Quick recap of whole life insurance in Canada

6:45 - The structure of a participating whole life account

10:00 - Fixed income investments

12:25 - Equities

14:25 - Real estate investments

17:05 - Surprising investments

20:40 - Why do the insurance companies invest this way?

24:00 - Wrap-up

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

Back by popular demand, Darren is once again joined by Jake Fuss, director of fiscal studies for the Fraser Institute! The two chat about the current state of Canada’s tax system, why Canadians pay so much in personal taxes, as well as an analysis of Mark Carney’s tax proposal and the passive income problem. Tune in now!

Show notes:

00:00 - Introduction

1:05 - The current state of Canada’s tax system

2:25 - What’s driving the increase in personal taxes?

7:10 - Are we missing out on top talent because of our personal taxes?

10:15 - Does increasing taxes really make the government more effective?

11:50 - Are people investing less in Canada than previous years?

14:50 - Does Canada have a problem with producing successful entrepreneurs because of our tax rates?

16:30 - Analysis of Mark Carney’s tax proposals

21:55 - What are the government’s upcoming capital expenditures?

24:10 - Can Canada still be competitive with these massive deficits?

25:40 - What would Jake Fuss do if he was finance minister?

27:50 - A closer look at passive income taxes

30:20 - Wrap-up

Find Jake at:

Website: https://www.fraserinstitute.org/

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren and Christina are breaking down the tax implications of life insurance. Starting with a recap of term insurance and permanent insurance and then breaking down the tax implications of paying premiums, the death benefit, cashing out, and transferring ownership of a policy. If you’re serious about infinite banking, you need to check this episode out!

Show notes:

00:00 - Introduction

1:55 - Recap of term insurance vs. permanent insurance

3:35 - Types of ownership

5:05 - Typical tax transactions you need to be aware of

5:40 - Tax implications of paying the premiums on a policy

10:25 - Tax implications on receiving the death benefit

17:55 - Tax implications of cashing out or surrendering a permanent policy

20:55 - Tax implications of transferring ownership of a policy

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound

Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren and Christina are breaking down chapter 6 of “What Would the Rockefellers Do?” and in this chapter, it’s all about the death benefit! The two chat about traditional problems with retirement planning, how you can utilize the death benefit in your policy before you die, as well as other incredible methods that will allow you to spend MORE in retirement! Tune in now.

Show notes:

00:00 - Introduction

2:30 - Traditional problems with retirement planning

7:50 - Utilizing the death benefit while you’re alive

13:30 - Breaking down reverse mortgages

14:45 - The charitable remainder trust

18:15 - “Buy your net worth”

BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us

FIND US ON:

INSTAGRAM: https://www.instagram.com/controlandcompound/

TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en

FACEBOOK: https://www.facebook.com/controlandcompound

JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound