Wealth Transfer
As any business owner knows, wealth can become trapped within your company. The issue of either leaving the funds within the firm or paying personal income tax for transferring it is an important one. While we cannot eliminate the tax burden, we can provide you with strategies to reduce, defer, protect and restructure your company wealth in order to get it more efficiently into your hands.
Some strategies include the use of:
- Holding Companies
- Trusts
- Individual Pension Plans
- Retirement Compensation Agreements
- Corporate Class Investment Strategies
- Corporate Insurance Savings Plans
- Health & Welfare Trusts
- Capital Dividend Maximization Strategies
Every business is different, as is every business owner. We work with our clients to develop customized plans that meet their needs.
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Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.