We will assess your risks incl. tax, liquidity, succession, etc. 

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Through certain strategies and concepts, using corporate owned life insurance products, we are able to provide tax strategies and cash flow for your corporation.

 

If your corporation has retained earnings (excess working capital) parked in your operating company or holding company, bringing it out as dividends is going to cost you a lot tax wise.

 

We'll help you implement a strategy creating tax advantage dividends (tax-free dividends & tax-deferred dividends) 

 

We eventually work with our clients' accountant or/and lawyer to get their approval. Our tax experts who have been working in the life insurance industry for many years will walk tax consultants with regards to corporate insurance taxation.

This is a free of charge service if we see the corporation serious.

 

 

 

Disclaimer:

 

 

The above is sold to your corporation only after your accountant or/and tax lawyer have confirmed it. 

 

 

 

               We do business the old-fashioned way - by word of mouth

                 Please introduce us if you are satisfied with our services

 

 

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Cash Flow & Risk Mitigation Solutions for Corporations 

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604 892-0131