If your corporation is holding $500K to $1M it does not need, we'll show you what can come out, how much of it stays out of CRA's hands, and whether the structure fits at all. No product recommendation on the first call.
Where your capital sits
We map where your corporate capital sits today — including how close your passive investment income is to the $50,000 threshold.
Your realistic options
What your options actually are for the capital your business doesn't need, with the trade-offs stated plainly.
No product pitch
No product recommendation on the first call. Bring your accountant — we'd rather they're in the room.
BEFORE YOU BOOK
We turn down more of these than we take. Save yourself the call if any of the following describes you:
If none of those describe you, the review is worth twenty minutes. Most people we talk to fit one of them — we tell them, and the call ends in fifteen.
THE INTAKE
100% confidential. Your information is never shared.
General information only. Not tax or legal advice. Consult your own accountant or advisor regarding your specific situation.