Smart Tax & Wealth Strategies for Business Owners

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In this session, we’ll cover:

• Corporate-Owned Life Insurance Policy – how to protect your business retained income, and grow wealth tax-efficiently.
• Insured Retirement Plans (IRP) – a powerful alternative to traditional retirement accounts with massive tax-saving opportunity!
• Immediate Financing Arrangements (IFA) – insurance financing to preserve capital, allowing tax-free payouts, and making corporate capital work twice.
• IPP vs RRSP – understanding the Individual Pension Plan
• Estate Freeze & Family Trusts – preserve family wealth and minimize future taxes

✅ Bonus: End-of-Year Financial Planning Tips to optimize your 2025 filings and set up 2026 for success

Who Should Attend?

• Incorporated professionals (doctors, dentists, lawyers, etc.)
• Business owners and entrepreneurs
• High-income earners exploring advanced tax strategies

Why Now?

The year may be ending, but there’s still time to make powerful moves that can reshape your 2025 tax savings. Whether you’re wrapping up 2025 or laying foundations for 2026, these strategies can help protect what you’ve built.

Please register to receive the link to join. Exclusive webinar.