Disclosure. Educational only; not tax, legal, or individualized investment advice. Mutual funds offered through WhiteHaven Securities Inc. Insurance solutions offered through iAssure Inc. Coordinate decisions with your CPA/notary/lawyer. See Disclaimer and Privacy.

Guides & Articles | Corporate Investing & Tax Strategies for Business Owners

Educational guides and articles on corporate investing, tax strategies, insurance, and estate planning for incorporated business owners in Montréal and Toronto.

Why this is important

  • Learn how corporate investing differs from personal investing and why tax efficiency matters more.
  • Understand complex tax rules like SBD grind, RDTOH, GRIP, and CDA in plain language.
  • Explore strategies and structures that help incorporated owners build and preserve wealth across generations.
Book a 15-min intro Download the Owner's Playbook (PDF)

Summary

Below you'll find educational guides and articles designed to help incorporated business owners understand corporate investing, tax strategies, insurance planning, and estate considerations. Each article is written to be practical, clear, and focused on long-term, dynasty-first wealth building.

Whether you're managing surplus corporate cash, navigating tax rules, or planning for succession, these guides break down complex topics into actionable insights for incorporated business owners.

Featured Articles

The SBD "Grind" & Your Corporate Portfolio

Understand how the Small Business Deduction (SBD) reduction works, why it matters for your corporate investments, and how to structure your portfolio to minimize its impact.

Corporate Investing · Tax Strategies

RDTOH & GRIP for Owner-Managed Corporations

Learn about Refundable Dividend Tax on Hand (RDTOH) and the General Rate Income Pool (GRIP), and how these mechanisms affect your corporate tax planning and dividend strategies.

Tax Strategies · Corporate Investing

CDA 101: The Capital Dividend Account Explained

A comprehensive guide to the Capital Dividend Account (CDA), one of the most powerful tax-sheltering tools available to Canadian-controlled private corporations.

Tax Strategies · Estate Planning

All Articles

Corporate Investing

Tax Strategies

Insurance & Estate Planning

  • More articles coming soon...

How to Use These Guides

These articles are designed to be educational and illustrative. They explain general concepts and strategies that may apply to incorporated business owners, but they are not personalized advice.

Before implementing any strategy discussed in these guides:

  • Consult with your CPA to understand how tax rules apply to your specific situation
  • Work with your lawyer or notary for legal and estate planning considerations
  • Book a consultation if you'd like to discuss how these concepts might apply to your corporate structure

Every situation is unique, and what works for one corporation may not be appropriate for another.

Next steps

Choose one service to start, or book a short call and we'll map where the highest-value improvements are — corporate cash, tax opportunities, or risk protection.

Book a 15-min intro Download the Playbook (PDF)

Full Disclosure. This content is for information and education only. Past performance does not guarantee future results. Tax treatment depends on your circumstances and may change. Mutual funds are offered through WhiteHaven Securities Inc. Insurance is offered through iAssure Inc. See Compliance for details.

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