As a business owner, you have a lot to manage.
As business owners ourselves, we know what it is like to have to manage all your responsibilities and try to plan for the future.
We know that its hard to find people you can trust to manage the complex tax needs of owning a corporation or small business.
We make managing your wealth easy, helping to stay organized and on track. Our experienced team of professionals can help you answer the hard questions like:
Should I incorporate?
Do I need a Holdco or Investco?
How do I claim my Lifetime Capital Gains Exemption on the sale of my Qualified Small Business?
How do I avoid the clawback of my small business deduction?
How do I split Income with my family members to save tax?
Should I set up an IPP/PPP or invest through life insurance?
What is an estate freeze, and is it a good idea for my business?
Investment income is taxed at over 50% in a corporation, what can I do to lower my tax bill?
How do I avoid double taxation when pulling money out of my business for income?
What unique wealth accumulation and retirement saving strategies are available to business owners?
How do I take income from my business in retirement?