What we’ll cover
How corporate taxation works?
Understand how income is taxed inside a corporation, including the role of the Small Business Deduction (SBD), and how your structure, whether sole owner or partnership, can materially impact your tax outcomes.
How (and where) to invest within your corporation?
Learn how to prioritize corporate vs. personal accounts, build tax diversification, and navigate recent policy uncertainty, including proposed changes to capital gains taxation that could increase the taxable portion of gains for corporations from 50% to two-thirds.
Should you buy real estate inside your corporation?
We’ll break down when it works, when it doesn’t, and the often-overlooked tax and liquidity trade-offs.
Debt vs. investing: what should come first?
Explore how personal debt changes the equation and how to think about capital allocation across your balance sheet.
How much cash should you keep in your corporation?
A practical framework for managing retained earnings, balancing operating needs, tax exposure, and long-term investment strategy.
Planning for time away from work
How to structure income, savings, and withdrawals if you’re planning a leave of absence (including parental leave) while maintaining financial stability.
Who this is for
This session is built for Canadian incorporated professionals - including physicians, dentists, and business owners - who want to make smarter decisions about how they pay themselves, invest, and plan for the future.
Why attend
Most advice around professional corporations focuses on tax minimization in the short term. This session focuses on something more valuable: how to use your corporation as an integrated, long-term wealth strategy.
Get a Holistic Personalized Plan
Learn more about our specialized wealth management planning services designed just for Canadian dental, medical practitioners and business owners. Get in touch with an advisor today.
