Incorporated Professionals

As a busy incorporated professional, finding the right balance between family, career and community is a challenge.  Your success has created a level of financial complexity and our role in your financial life is to help you achieve balance by helping you with these complexities, allowing you to focus your valuable time on your family and career. 

How We Can Help

Less than 4% of Canadians are business owners and have a corporate structure in place.   Incorporation allows for our professional clients to be able to take advantage of numerous financial planning strategies. Some of the strategies we have worked on with our incorporated professionals include:

  • Income splitting with shareholders
  • Income splitting with a family trust
  • Estate freezes
  • Utilizing and maximizing the $800,000 capital gains exemption
  • Corporate-owned life insurance
  • Health spending accounts for key employees
  • Tax deferral through Corporate Class investing
  • Estate planning
  • Compensation planning

Insurance products provided through Assante Estate and Insurance Services Inc.