Three core areas of expertise — tax planning, retirement, and estate protection — designed for incorporated professionals and business owners who want to keep more of what they've earned.
All three pillars below work standalone — but the real value is in the integration. The Corporate Wealth Shield™ is the structured framework that combines COLI, IRP, CDA, and Buy-Sell into one coordinated plan built around the Canadian Income Tax Act.
Each pillar works on its own — integrated under the Corporate Wealth Shield™, they form a coordinated plan your CPA, lawyer, and advisor all support.
Reduce your corporate and personal tax burden using strategies built around the Canadian Income Tax Act. We structure corporate-owned policies, insured retirement programs, and capital dividend accounts to keep more money inside your corporation.
Go beyond RRSPs and TFSAs. For business owners who've maxed out traditional options, we create tax-efficient income streams through your corporate structure — so your retirement isn't limited by contribution caps.
Protect your legacy from estate taxes and ensure your wealth reaches the next generation intact. We structure solutions that bypass probate, protect from creditors, and provide tax-free transfers to your family.
Most clients go from initial conversation to a completed strategy within 4–6 weeks.
We review your corporate structure, tax situation, and goals. 15 minutes. No commitment. No cost.
Custom analysis coordinated with your CPA and legal team. Everyone signs off before you commit to anything.
We handle paperwork, manage carrier relationships, and review your plan annually. No hidden fees — ever.
Our strategies are designed for incorporated professionals and business owners with $200K+ in annual income or retained earnings sitting in their corp.
Book your free Gap Analysis. In 15 minutes, we'll review your corporate structure, show where you're losing money to unnecessary tax, and tell you honestly whether we can help.
Book Your Free Gap AnalysisFree. No commitment. Takes 15 minutes.