Build a Stronger, More Profitable Practice.
As a clinic owner in Canada, your professional corporation is your most powerful wealth-building tool. Our corporate planning services for chiropractors, physiotherapists, and RMTs in BC and Ontario will help you optimize your corporate structure, minimize taxes, and maximize the value of your practice.
Get Your FREE Corporate Structure ReviewIs Your Corporation Working as Hard as You Are?
Incorporating your healthcare practice was a smart first step. But are you taking full advantage of the tax and financial benefits? Many clinic owners are so focused on patient care that they neglect the strategic planning that can turn a successful practice into a powerful wealth-generating engine.
From navigating the Small Business Deduction to structuring for a future sale, the decisions you make about your corporation have a massive impact on your personal and financial success. With the 2026 tax changes on the horizon, now is the time to ensure your corporate structure is optimized for the future.
Our Corporate Planning Services for Clinic Owners
At Athena Financial, we provide specialized corporate planning services designed to help you get the most out of your professional corporation. We work with you to create a tax-efficient and resilient corporate structure that supports your long-term goals.
Corporate Structure Optimization: We review your current corporate structure to ensure it is set up for maximum tax efficiency and liability protection. We can help you establish holding companies and family trusts to further enhance your planning.
Small Business Deduction (SBD) Preservation We help you navigate the complex rules of the SBD, including the $50,000 passive income threshold and the new 2026 association rules, to ensure you continue to benefit from the low corporate tax rate.
Corporate Wealth Transfer Strategy We implement this powerful strategy to move retained earnings from your corporation into a tax-sheltered environment, protecting your wealth from high corporate tax rates and maximizing your estate value.
Succession & Exit Planning: We help you prepare for the eventual sale or transition of your practice, ensuring you can make full use of the Lifetime Capital Gains Exemption (LCGE) and minimize the tax impact of the sale.
Compensation & Income Splitting: We advise on the optimal mix of salary and dividends for you and your family members, and help you implement legitimate income-splitting strategies to reduce your overall tax burden.
The Athena Advantage for Clinic Owners
We are more than just financial advisors; we are partners in your success. We understand the unique challenges and opportunities of running a healthcare clinic in Canada. Our integrated approach to corporate planning, tax strategy, and wealth management provides you with a single, trusted source for all your financial needs.
Frequently Asked Questions
Build a More Valuable and
Resilient Practice
Your corporation is a powerful asset. Let us help you unlock its full potential. Book your complimentary corporate structure review today. We’ll analyze your current setup and provide actionable recommendations to improve your tax efficiency and build long-term wealth.
Book My FREE Estate Planning Consultation
"Athena Financial helped me restructure my multi-location clinics using a holding company and family trust. The tax savings have been substantial, and I now have a clear succession plan in place. I couldn’t have done it without them."
– Dr. David Lee, Clinic Owner, Surrey, BC