Corporate risks we manage: 

​

1) TAX RISKS

2) Cash Flow Risks leading to "Operations Risks"

3) Borrowing Risks

4) Liquidity Risks

5) Debt Risks

6) Retirement Risks

7) Succession Risks

8) Partnership Risks

9) Key Person Risks

10) Disability Risks 

 
Through certain strategies and concepts, using corporate owned life insurance products, etc. we are able to provide

solutions managing incorporation risks.

 

If your corporation has considerable retained earnings (excess working capital) parked in your operating company or holding company, bringing it out as dividends will have huge tax consequences. Having it stay in retained earnings the same.

 

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

 

We eventually work with our clients' CPA to get their approval. Our tax expert CPAs or/and tax lawyers who have been in the life insurance industry for many years will walk your tax consultants with regards to corporate insurance taxation.

They have specific booklets designed for tax consultants.

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

 

 

 

Disclaimer:

 

 

Corp. strategies get implemented in your corporation after your tax consultant(s) confirmation

 

 

 

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

                 Please introduce us if you are satisfied with our services

 

 

​

 

 

Cash Flow & Risk Mitigation Solutions for Corporations 

​

                                               

604 892-0131