Advanced Tax Deferral Strategies

As a business owner, you have a unique set of challenges that require significant forethought and planning expertise. With recent changes to Canadian tax policy for corporate owners and business families, there has been an added level of complexity involving retirement planning and inter-generational wealth transfer. As the complexities increase, more attention should be given to the tools available for business owners to reduce taxes to ensure the optimization of a family’s assets.

Our team specializes in providing advanced tax deferral strategies that can help businesses reduce their corporate and personal taxes, and enable their owners to reduce their concerns around retirement. We work closely with in-house and external experts to efficiently structure a plan for the longevity of the family's assets and plan for a financially secure retirement and legacy.