Disclosure. I am a licensed Financial Security Advisor, Mutual Fund Representative, and Group Insurance & Annuity Plans Advisor. I am not a lawyer, tax lawyer, or accountant. I discuss taxes only as they relate to specific insurance, investment, and estate strategies; I do not provide general tax optimization or comprehensive financial planning. Content is educational only. Mutual funds offered through WhiteHaven Securities Inc. Insurance products offered through iAssure Inc. Coordinate decisions with your CPA, notary, or lawyer. See Disclaimer and Privacy.Resources & Tools | iAssure
Downloadable guides, checklists, calculators, and templates to help incorporated business owners understand corporate investing, tax strategies, and insurance strategy.
Why this is important
- Downloadable guides and checklists to help you understand corporate investing and insurance strategy.
- Tools and templates to help you work more effectively with your CPA and other professionals.
- All resources are educational and illustrative:not personalized advice.
If this resonates, you might want to read more articles.
Summary
Below you'll find downloadable guides, checklists, calculators, and templates designed to help incorporated business owners understand corporate investing, tax strategies, and insurance strategy. These resources are educational and illustrative, not personalized advice.
These resources are designed to help you understand corporate investing, tax strategies, and insurance strategy:and to help you work more effectively with your CPA, lawyer, and other professionals.
Important: All resources are educational and illustrative only. They are not personalized tax, legal, or investment advice. Always consult with your CPA, lawyer, and investment advisor before making decisions.
Downloadable Guides
The Owner's Tax-Smart Investing Playbook
A comprehensive guide to corporate investing, tax strategies, and wealth building for incorporated business owners.
Download Playbook (PDF)
More guides coming soon. If you have a specific topic you'd like covered, please contact us.
Checklists & Templates
Corporate Investment Review Checklist
A checklist to help you review your corporate investment structure with your CPA and investment advisor.
Coming soon
SBD Grind Exposure Assessment
A simple tool to help you assess whether you're exposed to the Small Business Deduction reduction.
Coming soon
Questions to Ask Your CPA
A guide to help you have better conversations with your CPA about corporate investing and tax strategy.
Coming soon
Calculators & Tools
Tax Flow Calculator
See how different types of investment income flow through your corporation and affect tax outcomes.
View Tax Flow Calculator →
Note: All calculators and tools are illustrative only and require compliance approval. They are not personalized advice. Always consult with your CPA and investment advisor.
Resources for CPAs
If you're a CPA working with incorporated business owners, we have client-facing resources that explain investment structure concepts related to tax topics you regularly discuss.
Client-facing articles that explain investment structure concepts, positioned to support your tax advice.
Related Articles
These resources complement our educational articles:
Important Notes
All resources are educational and illustrative only.
- They are not personalized tax, legal, or investment advice
- Always consult with your CPA, lawyer, and investment advisor
- Tax rules and investment performance can change
- What works in examples may not be appropriate for your situation
- Calculators require compliance approval before use
Full Disclosure.
This content is for information and education only. It explains general concepts that may apply to incorporated business owners, but it is not personalized tax, legal, or investment advice.
Tax Considerations:
- Tax rules are complex and subject to change
- Strategies and benefits depend on your specific circumstances, province, and business structure
- Always consult with a qualified CPA before implementing any tax strategy
- Provincial variations in rates and rules may apply (Québec vs. Ontario differences exist)
- Past tax treatment does not guarantee future treatment
Investment Risk Disclosure:
- Investing involves risk, including the possible loss of principal
- There is no guarantee that any investment strategy will achieve its objectives
- Investment values fluctuate with market conditions, and you may receive less than you originally invested
- Tax efficiency is one factor; risk, fees, and total returns all matter
- Past performance does not guarantee future results
Insurance Illustrations:
- Insurance illustrations show projected values based on assumptions that may not be guaranteed
- Actual results will vary based on factors including interest rates, mortality experience, and expenses
- Non-guaranteed elements (such as dividends or credited interest rates) are not promises of future performance
- Review both guaranteed and non-guaranteed projections with your advisor before making decisions
Content Accuracy:
- We strive to ensure information is accurate and current, but laws and regulations change frequently
- Information reflects our understanding at the time of publication and may not reflect subsequent changes
- If you believe any content contains an error, please contact us
Regulatory:
- Mutual funds are offered through WhiteHaven Securities Inc.
- Insurance products and certain other services are provided through iAssure Inc., an independent firm in the insurance of persons and in the group insurance of persons
- These activities are neither the business nor the responsibility of WhiteHaven Securities Inc.
Professional Advice:
- This article is not a substitute for professional advice from your CPA, lawyer, or financial advisor
- Work with your professional team to understand how these concepts apply to your specific situation
- For personalized advice, a formal engagement and suitability review are required
See Disclaimer and Privacy Policy for details.
