Our Expertise
- Corporate & Personal Tax Optimization: Strategies that coordinate your corporate and personal tax positions to minimize your overall tax burden.
- Income Splitting & Dividend Strategies: Determine the optimal mix of salary, dividends, and bonuses to reduce the total tax paid by you and your family.
- Shareholder Remuneration Planning: How and when to pay yourself from your corporation, structured for maximum tax efficiency.
- RRSP, TFSA & Retirement Planning: Contribution strategies that reduce current taxes while building long-term wealth.
- Year-Round Proactive Advisory: We don't wait until year-end. Strategies are implemented throughout the year as your situation evolves.
- Scenario Modelling: We model different scenarios, such as selling a property, taking on a partner, or expanding, so you understand the tax implications before making decisions.
This service is ideal for
- You're incorporated but have never had a tax planning conversation with your accountant
- You don't know if the way you're paying yourself is the most tax-efficient option
- You're approaching a major decision, such as selling, expanding, or bringing in a partner, and don't know the tax implications
- Your accountant only talks to you at year-end, and by then it's too late to make changes
- You have profits building up in your corporation and no strategy for how to access them tax-efficiently
Getting started is straightforward
- Discovery call: We learn about your business, personal situation, and financial goals to identify planning opportunities.
- Strategy development: We build a custom tax plan with specific recommendations, projected savings, and implementation steps.
- Ongoing advisory: As your situation changes throughout the year, we adjust the strategy and implement new opportunities.
