Canadian Business Owner?
Frustrated With CRA's Ridiculously High Tax Bill?
Fact: Business Owners On Average Pay 53% In Taxes...
Your Biggest Tax Problems in Canada is
Being Punished For Making Profit
Too Much Assets Or Cash Inside YOUR Business
When you have to pay yourself a reasonably good income you may have to pay 48% on income tax
50% + On Passive Income
When you make passive income on any investments inside your corporation, you have to pay a single tier 50%+ tax rate
50% Inclusion Rate On Capital Gains
You pay 50% in tax for capital gains up to 250k and potentially 67% on every dollar above that.
Just A Few Tax Saving Strategies For Small Business Owners...
How to reduce your taxes easily and legally,
without hiring a team of Lawyers and CPA
Small Business Deduction
Take advantage of the small business deduction (SBD), first $500,000 business income, you get to enjoy 11% * tax bracket (Province dependent)
Corp Owned Life Insurance
Use Corp Owned Life Insurance To Shelter Assets From Taxes, Investment freedom & Withdraw Assets In A Tax Advantaged Environment
Family / Alter Ego Trust
We partner with Business Tax Lawyers who take spread the tax benefits to future or current generations
Lifetime Capital Gain Exemption (LCGE)
Take full advantage of Lifetime Capital Gain Exemption (LCGE) Structure your business so you don't miss out on this one time benefit for all Canadians
Shelter Assets With Corporate Restructure
We work with accountants to structure your business with multiple share holders sheltering assets perhaps into Hold-Co and Opp-Co, Keeping a business pure.
Prepare For Economic Crashes
Our strategies give you options during market crashes. See below for more case like examples
Work With Me And Create Strategies That Cut Your Taxes By 40% Or MORE!
"Running a medical clinic is challenging enough!
Having cash surplus at the end of every year feels near impossible.
But it doesn't have to be that way.
I help doctors, win with taxes, and develop a more efficient wealth transfer strategy"- Thomas C Chan
The Initial Process
Get Started In Just 3 Simple Steps
1. Pre-Qualification
Apply with the following questionnaire, my team will review it. We'll then reach out and contact you directly
2. Initial Consult
No cookie cutter planning. Instead we develop a relationship and a plan that works with your specific business.
3. Implement & Maintain
A plan with no action has no results. We implement, monitor, and maintain.
Legends Who Used Our Strategies
Walt Disney
Disney wanted to start Disneyland but was turned down by 300 financers
So he borrowed against his only life insurance policy of $50,000, ($500,000 USD) today
The collateral was the policy itself, he was able to use life insurance, tax free, before he died.
Ray Kroc
Used cash to overcome cash flow issues during the start of his business
Now has over 38,000 McDonald locations worldwide