Incorporated Professionals

Reduce your personal and your corporation’s tax liability while maximizing revenue.

Between meetings, managing people and tasks, and everything else you do in your day-to-day as a professional, there’s not a lot of room for other considerations. But you could be missing out on strategies to protect yourself and your key executives, potentially increase revenue, and reduce tax impact. We’ll help you see the bigger picture, and find ways to keep your business running smoothly, even if you’re ever unable to manage it.


Financial Planning

Plan for both your personal and professional needs and goals. Using our highly structured planning process, we’ll help build a comprehensive plan for all aspects of your life and business.

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Executive Pension Plan™

With higher contribution limits than a RRSP, management fees deductible by the company, and much more, an E-PP™ is specifically designed to help professionals retire with confidence.

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Corporate Investment Portfolio

Help grow your business while reducing your overall tax liability. We’ll help you build an investment portfolio that aligns with your business’ goals and needs now and gives you the flexibility to adjust in the future.

Executive Health Plan (EHP)

Keep your business running smoothly, even if you aren’t there. Through a lump-sum benefit, your company will be able to stay on track, repay debts, and hire a qualified replacement in the event of a covered critical illness.

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Life Insurance

Find the coverage you need to protect the people that are vital to your business. Plans can be tailored to your organization’s needs, including funding buy/sell agreements.

Disability Insurance

Protect yourself, and your business, if you or a key employee are suddenly disabled.