Download the Owner's Tax-Smart Investing Playbook (PDF)
Plain-English strategies for corporate cash, tax-smart investing, and long-term planning for incorporated owners in Montréal and Toronto.
Get the Owner's Playbook (PDF)
Practical, tax-smart corporate investing guide for incorporated owners in Montréal & Toronto.
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What's inside
- Corporate investing basics (QC/ON nuances)
- Tax drag vs. tax-smart compounding (illustrative)
- Owner's checklist and next steps
- 21 comprehensive chapters on long-term wealth preservation
- Advanced strategies: borrowing to invest, IPPs, corporate insurance
- Multi-generational wealth transfer planning