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Resources & Solutions

Thoughts to Consider

Inherent Tax Liabilities

Taxation can diminish an individual’s estate.

Shift the Focus

Business Owners are primarily focused on the tasks at hand, and the importance of estate and succession planning is often overlooked.


The Capital Dividend Account is an integral part of a tax-effective strategy for private corporations and their Canadian shareholders

Financial Tools

As a Business Owner, you can choose financial tools to enhance, diversify and protect your business.

Asset types differ in:

-Tax Treatment


-Risk and liquidity

-Distribution from your company

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