Free Gap Analysis — No Commitment Required

Your Tax Strategy Starts Here.

See how corporate-owned life insurance can reduce your tax burden, protect your wealth, and create tax-free income in retirement — all coordinated with your CPA.

Greg Rozdeba, President & CEO Watch overview
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Book Your Free
Gap Analysis

Tell us about your situation. We'll review it and reach out within 1 business day.

Incorporated professionals
CPA-coordinated
ON, AB & BC
24hr response
After You Apply

What Happens Next

1

We Review Your Submission

A real person reads every response. We'll assess your corporate structure and identify whether there's a strategy that fits.

2

30-Minute Gap Analysis Call

We walk through your retained earnings, passive income exposure, and estate situation. You'll see exactly where the tax gaps are.

3

Strategy Presentation to Your CPA

If there's a fit, we build a full strategy and present it to you and your CPA together. Nothing moves without their sign-off.

Real Results

Don't Take Our Word for It. See the Results.

Real strategies implemented for real Canadian business owners. No hypotheticals.

Independent Consultant Case Study

Independent Consultant Avoids 6-Figure CRA Penalty with One Policy Change

How we helped a consultant structure a permanent life insurance policy to protect his small business deduction.

Read Full Case Study →
Triple Play Strategy Case Study

How One Business Owner Secured $50K in Tax-Free Income After a Health Crisis

A "Triple Play Strategy" combining corporate-owned life insurance, a holding company, and family trust.

Read Full Case Study →
Estate Protection Case Study

Avoiding the Final Tax Trap: Turning a Massive Liability into a Legacy

How we protected a 7-figure portfolio from high taxes at death and passed wealth to family tax-free.

Read Full Case Study →
Frequently Asked

Questions About Getting Started

Our team reviews your submission within 1 business day. If there's a potential fit, we'll schedule a 30-minute Gap Analysis call to walk through your corporate structure and identify tax-saving opportunities.
Yes. No commitment, no planning fee. If we identify a strategy that works for your situation, our compensation comes from the financial institutions — not from you. If there's no fit, we'll tell you straight.
Incorporated professionals and business owners with $200K+ in annual income or $500K+ in retained earnings or investable assets. This typically includes physicians, dentists, lawyers, IT consultants, engineers, and business owners in Ontario, Alberta, or British Columbia.
Always. Every strategy gets your CPA's review before implementation. We model the impact on passive income limits, CDA balance, and estate disposition, and coordinate directly with your accountant throughout.
Most investment advisors manage portfolios. We build tax strategies using corporate-owned insurance as a tool. We model the after-tax IRR comparison, show the impact on your passive income limit, and coordinate with your CPA — things a traditional advisor typically doesn't do.
Ontario, Alberta, and British Columbia. Every strategy is designed for Canadian incorporated professionals and the specific tax rules that govern them. No generic cross-border templates.

Ready to See What You've Been Missing?

Book a free Gap Analysis. We'll review your corporate structure and show you exactly where you're losing money to unnecessary tax and tell you honestly whether we can help.

Book Your Free Gap Analysis →