Outline
- Salary vs dividend remuneration analysis
- Corporate investment account strategy
- Buy-sell, key-person and shareholder agreements
- Succession & exit planning
Your corporation is part of your plan
We treat the corporation as a chapter of the household balance sheet — not a separate file. That means coordinating personal cash flow, corporate retained earnings, and family trusts so the whole structure works toward the same goals.
Designed with your accountant
We work alongside your CPA — never around them — and put every recommendation in writing so the team is aligned at year-end.
Outcomes
- More after-tax wealth retained in the family
- A clear path from owner to retired owner
- A coordinated finance, tax and legal team