Have you incorporated your business and have built up a reasonable amount of retained earnings? If so, do you know how to maximize your estate legacy and invest it tax-efficiently so you can build a solid retirement plan?

We specialize in using corporate tax planning techniques so that you can make the most out of your retained earnings.

Are you paying too much tax on corporate investments? The retained earning that you're looking to invest, within the corporation, can be taxed up to 50%, which is HALF OF YOUR GAINS! Learn how to invest with your corporation tax efficiently, so you can keep more in your pocket and give less to the taxman.

You can use your corporate after-tax dollars to fund your personal investment and create passive income tax-efficiently, so more money goes into your personal pocket and less into the tax man's.

Expanding your business ventures while managing existing business functions can be challenging enough, so what happens if there's an unforeseen health emergency? We have solutions you can implement to reduce the impact to your cash flow in case of unforeseen emergencies.

Setting money aside for taxes is great but it can do so much more for you than just sitting in your savings account. We can help you plan appropriately to empower your tax money throughout the year until you need it.

Investments can be a scary word for some people. What we’ve done is made it transparent and easy to understand, so that you can comfortably create passive income.

Or, perhaps you've saved up a nest egg, but you're finding that the interest rates from your savings account aren’t covering inflation. Let’s work out a solution that makes both you and your wallet happy.

Saving for retirement can be hard, but it doesn't have to be! Let us help you grow your nest egg faster and in a way that aligns with your short term finance objectives too! You deserve to enjoy your retirement after years of being in the workforce but that doesn't mean you shouldn't enjoy today.

If this is your top priority, we make this a top focus in your plan while balancing all of the above to ensure that both short and long term objectives are served. With a clear strategy, it is possible to work towards big purchase (and we help find the most tax efficient way to do so).

One of our favourite strategies when it comes to reducing our clients' tax burdens and is truly a win-win situation! Do some good in the local community (or even the world!) while offsetting your tax payable.

Sometimes we just don’t know where we stand in our finances, and thats OK! We are strong advocates of education and are passionate about financial literacy. Let us be your financial mom and dad by guiding you through every step of the way until you reach the financial goals of your dreams.