The recurring themes of building and protecting wealth as an incorporated professional. Pick a thread and follow it.
Operating companies, holding companies, and how the way your corporation is set up shapes everything that follows.
Read the holding company guide →Capital gains, passive income rules, integration, and the moves that keep more of what your corporation earns.
Read the RRSP, TFSA & corporate guide →Investing retained earnings inside the company: asset location, the passive income trap, and building a corporate portfolio.
Read the $50,000 passive income guide →Salary, dividends, and how money moves from the company into your personal life in the most tax-smart way.
Read the salary vs dividends guide →RRSPs, IPPs, and turning a business into a retirement that lasts: how incorporated professionals fund the years after work.
Explore →Protecting what you've built: corporate-owned insurance, key-person coverage, and managing the risks a business carries.
Read the corporate-owned life insurance guide →Selling, winding down, or passing the business on, and the very different tax and family outcomes each path creates.
Read the LCGE guide →Wills, estate freezes, and passing wealth across generations with intention rather than leaving it to chance.
Read the estate freeze guide →Giving with impact: corporate donations, gifting appreciated shares, and structuring generosity so it does the most good in the most tax-efficient way.
Read the corporate giving guide →Practical wealth strategy for Canadian incorporated professionals.
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