Incorporated professionals
Dedicated solutions for professionals operating through a corporation.
Physicians, dentists, lawyers, accountants: your professional corporation is a powerful vehicle for building wealth — provided it is used well.
We help you weigh salary versus dividends, invest surpluses efficiently and plan your retirement from within your corporation.
How we work
Salary or dividend
The optimal compensation strategy for your situation.
Corporate investments
Investing corporate surpluses with tax efficiency.
Corporate retirement
Building your retirement income from within your corporation.
Protection
Insurance and structures to protect your wealth.
Your questions, answered.
It depends on several factors: RRSP contributions, QPP, liquidity needs, taxation. We analyze your case to determine the right balance.
We build a tax-efficient corporate portfolio, taking into account the passive income rules and your goals.
Incorporation generally becomes attractive when your income exceeds your personal needs, allowing you to defer tax and invest surpluses in the corporation. The analysis depends on your profession, your debts and your goals.
Surpluses invested in the corporation can generate retirement income through dividends, alongside the RRSP and TFSA. An individual pension plan (IPP) is sometimes advantageous. We establish the optimal mix for your situation.
Next step
Let’s build a strategy worthy of your ambitions.
A first confidential meeting, with no obligation, to explore how our team can serve your interests.