Calculate Your Tax Savings Potential

Every incorporated business has hidden tax inefficiencies. This review quantifies what unnecessary tax erosion is costing you and identifies specific opportunities to reduce it.

What You'll Get:

  • Quantified tax drag assessment: Specific dollar estimates of current inefficiencies
  • Structure gap analysis: What's missing (HoldCo separation, estate freeze, insurance)
  • Priority roadmap: Ranked opportunities from highest to lowest impact
  • Coordination plan: How to align CPA, lawyer, and insurance strategies

Have other questions? Contact us here →

Request Your Tax Savings Assessment

This isn't a sales pitch. It's a diagnostic review that quantifies what tax inefficiency is costing your estate and identifies specific opportunities to reduce it.

Why This Matters Now:

Every year of tax inefficiency compounds the cost. A business owner with $800K in OpCo cash earning interest at 50.17% tax loses $10K per year—$300K over 30 years. Structure gaps (no HoldCo, no estate freeze, no insurance) can cost hundreds of thousands to tens of millions over a lifetime. The assessment identifies these gaps before they compound further.

What We'll Review Together:

  • Current corporate structure inefficiencies (idle cash, SBD grind risk, passive income tracking)
  • Missing elements (HoldCo/OpCo separation, trusts, estate freeze)
  • Tax-efficient investment strategy gaps (corporate-class funds, CDA, RDTOH)
  • Estate liquidity needs vs. current insurance coverage
  • Coordination opportunities with your CPA and lawyer
  • Quantified estimates of tax savings potential by priority

Who this is for: Incorporated business owners with $500K+ in retained earnings, $50K+ in annual passive income, or $5M+ projected estate value.

After submitting, you'll be redirected to a calendar booking page to select your preferred time for the review.

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What to Expect: The Review Process

Step 1: The Conversation (45-60 minutes)

We start by understanding your current setup: corporate structure, investments, passive income tracking, estate goals. Then we identify specific gaps and quantify their cost. You'll see concrete numbers, not generic advice.

Step 2: Written Analysis (Delivered within 3-5 business days)

You receive a written summary that includes:

  • Quantified tax savings estimates for each identified opportunity
  • Priority ranking (highest to lowest impact)
  • Next steps with your CPA, lawyer, or insurance advisor
  • No obligation to proceed with any recommendations

The value: Most clients identify at least 2-3 opportunities worth hundreds of thousands over their lifetime. Some find millions. The assessment itself costs nothing. The cost is in not knowing what you're losing.

Contact Us with Other Questions

If you have questions that aren't related to a Structure & Strategy Review, or if you'd prefer a general consultation, use the options below.

Book a General Consultation

If you prefer a general discussion about your corporate investing and insurance needs, or if you don't meet the assessment criteria above.

Book 15-min intro

Mutual Fund Inquiries (WhiteHaven Securities Inc.)

For questions about mutual fund accounts or services provided through WhiteHaven Securities Inc., please contact:

WhiteHaven Securities Inc.

Head Office:
1595 Blvd. Daniel-Johnson
Suite 300
Laval, QC H7V 4C2

Email: [email protected]

Insurance & Other Services (iAssure Inc.)

For questions about insurance services or other services provided through iAssure Inc., please contact:

Anton Ivanov

iAssure Inc.
3575 Breard
Brossard, QC, J4Z 2E3

Email: [email protected]
Phone: (514) 575-6123

Regulatory Information

Mutual Funds: Distributed through WhiteHaven Securities Inc.
Insurance: Provided through iAssure Inc. (OA)
Jurisdictions: Québec & Ontario

Activities conducted through iAssure Inc. are neither the business nor the responsibility of WhiteHaven Securities Inc.

Service Areas

We serve incorporated business owners in:

What to Expect

Structure & Strategy Review

During your review, we'll cover:

  • Your corporate structure (HoldCo/OpCo separation, trusts, estate freeze)
  • Investment strategy and tax efficiency
  • Coordination with your CPA and legal team
  • Extraction strategies (lifestyle and estate transfer)
  • Documentation of intent and investment policy
  • Product selection aligned with your structure
  • Specific optimization opportunities identified
  • Recommended next steps and priorities

You'll receive a written summary within 3-5 business days after the call. There's no obligation to proceed with any recommendations.

General Consultation

During a general consultation, we typically discuss:

  • Your corporation's current cash and investment situation
  • Tax optimization opportunities you may be missing
  • Insurance needs for key people, buy-sell agreements, or estate strategies
  • How we coordinate with your existing CPA, notary, and lawyer
  • Whether our approach aligns with your long-term goals

There's no obligation to proceed. We'll help you understand your options so you can make informed decisions.

Important Note

This website is for educational purposes only. Personalized advice requires a formal engagement, KYC/KYP assessments, and a suitability review. Please consult your CPA, notary, or lawyer for advice specific to your situation.

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