CORPORATE PLANNING

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CORPORATE PLANNING

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CORPORATE PLANNING

Proper corporate planning begins with creating the right structure.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

- Robert Kiyosaki

"Where Michael differs from other advisors, is that he takes all of the pieces of his client's financial and insurance puzzle and streamlines them to create a synergistic effect that most efficiently gets his client's goals met. He truly is amazing at what he does."

- Dr. Davinder S. Dhamrait, B.Sc., D.S.

PERSONAL PENSION PLAN (PPP)

The Personal Pension Plan allows business owners to shelter more savings while playing a key role in their financial and retirement security.

Benefits include:

Income Tax Deductions

Higher Contribution Limits

Guaranteed Retirement Benefit

Additional Pension Benefits

The PPP allows business owners to shelter more savings while playing a key role in your financial and retirement security.

CORPORATE OWNED LIFE INSURANCE

Corporate Owned Life Insurance gives you the peace of mind you need, knowing that in the event of premature death, your loved ones will have the necessary funds to cover funeral expenses, mortgage payments, debts and to ensure your family’s well-being while maintaining the quality of life you have provided.

Tax Sheltered Growth

Corporate Owned Life Insurance was designed to allow clients to take full advantage of their savings. As long as the balance of the contract's surrender value does not exceed the maximum value prescribed by the Income Tax Act, the interest in the accumulation fund is not subject to annual income taxes.

"Allows for a tax efficient transfer of your personal and corporate assets"

Transfer of Wealth Tax Efficiently

Corporate Owned Life Insurance allows for a tax-efficient transfer of your personal and corporate assets into the hands of your beneficiaries. Structuring how you pass your wealth to your family is the key to minimizing how much tax is paid upon that transfer.

Tax Efficient Retirement

Corporate Owned Life Insurance allows you the flexibility of tapping into your accumulated funds within your policy in an extremely tax-efficient way to maximize your lifestyle in retirement when accessed in accordance to the parameters of your policy contract.

Accessibility of Cash Flow

Corporate Owned Life Insurance creates the opportunity to expand your company when cash flow needs arise. The accumulation fund in your policy can be accessed to service those needs and further the growth of your business.

Estate Preservation

Corporate Owned Life Insurance pays upon death, the benefit to your named beneficiaries directly, while bypassing probate and estate fees. The estate transfer tax efficiency provides generational wealth transfer to go where you want it to go.

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“For tomorrow belongs to the people who prepare for it today.”

– African Proverb

CORPORATE PLANNING

CORPORATE PLANNING

Click on the menu below to learn more:

CORPORATE PLANNING

- Dr. Davinder S. Dhamrait, B.Sc., D.S.

PERSONAL PENSION PLAN (PPP)

CORPORATE OWNED LIFE INSURANCE

Tax Sheltered Growth

"Allows for a tax efficient transfer of your personal and corporate assets"

Transfer of Wealth Tax Efficiently​

Corporate Owned Life Insurance allows for a tax-efficient transfer of your personal and corporate assets into the hands of your beneficiaries. Structuring how you pass your wealth to your family is the key to minimizing how much tax is paid upon that transfer. ​

Corporate Owned Life Insurance allows you the flexibility of tapping into your accumulated funds within your policy in an extremely tax-efficient way to maximize your lifestyle in retirement when accessed in accordance to the parameters of your policy contract.​

Corporate Owned Life Insurance creates the opportunity to expand your company when cash flow needs arise. The accumulation fund in your policy can be accessed to service those needs and further the growth of your business. ​

Corporate Owned Life Insurance pays upon death, the benefit to your named beneficiaries directly, while bypassing probate and estate fees. The estate transfer tax efficiency provides generational wealth transfer to go where you want it to go. ​

Transform Your Benefits Today

Transfer of Wealth Tax Efficiently

Corporate Owned Life Insurance allows for a tax-efficient transfer of your personal and corporate assets into the hands of your beneficiaries. Structuring how you pass your wealth to your family is the key to minimizing how much tax is paid upon that transfer.

Corporate Owned Life Insurance allows you the flexibility of tapping into your accumulated funds within your policy in an extremely tax-efficient way to maximize your lifestyle in retirement when accessed in accordance to the parameters of your policy contract.

Corporate Owned Life Insurance creates the opportunity to expand your company when cash flow needs arise. The accumulation fund in your policy can be accessed to service those needs and further the growth of your business.

Corporate Owned Life Insurance pays upon death, the benefit to your named beneficiaries directly, while bypassing probate and estate fees. The estate transfer tax efficiency provides generational wealth transfer to go where you want it to go.