Corporate Strategies

As business owners ourselves, we understand the needs, wants and obstacles business owners face.

Taxes has always been "The Great Tragedy" for a business owners corporation. What if we were to tell you it no longer has to be that way! With a combined 20+ years of experience, access to banks, investment and insurance carries, we have full access to a slew of strategy options to maximize our clients needs and wants! We are Corporate Strategists that specialize in tax optimization and elimination.

Millenia Insurance corporate insurance flyer - Irina Andric, Sylvie AmarMillenia Insurance corporate insurance flyer - Irina Andric, Sylvie Amar
Coffee mug and tax papers on a table

Taxes

Understanding how taxes effect business owners is key to finding solutions. There are many ways a business owner(s) have to pay taxes. Dividends, capital gains, salary, passive income etc... However, understanding how taxes work and effect business owner(s) is what gives us the edge on how to minimize or eliminate some of these tax burdens.

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Corporate Investment Strategies

With the new passive income tax on corporation, dividends, capital gains tax, a lot of business owner(s) feel like there are no options to get away from all the tax burdens. What if we were to tell you that there are options?

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Corporate Retirement Strategies

Many business owner(s) have a real concern on what their retirement will look like and the best way to fund it? What if we tell you that there is a way for your business to fund your retirement with tax deferred growth and fully funded by your business.

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Key Person Strategies

There are many different strategies when it comes to Key person protection. Protecting your business from unforeseen events to giving a great incentive to a Key person to stay with your business are all things we can help with.

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Business, Buy-Sell agreement, partnership insurances

These are very important things to implement in your business to make sure that all your ground is well covered and protected for the unforeseen events that can arrise.

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Group Benefits

Whether you are looking into implementing a group benefits program or already have a program in place, we are able to help you.

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