Corporate investment strategies

Did you know that if you own your own private corporation, we can show you strategies that will protect your assets from taxable investments?

Investment strategies and how we can help!

If you own a private corporation that is generating a surplis of income or it has assets in taxable investments, this could be a great strategy and option to maximize your tax-efficiency while growing and protecting this wealth to maximize what you can transfer to future generations. There are several ways we can set up this type of strategy. Each business is different and has different needs, this is where our 20+ years of experience with corporations comes into play and we build the strategy tailored to your corporations individual needs.