Lawyers. Accountants. Engineers. Consultants. Architects. If you’ve built a practice around your expertise and incorporated to optimize taxes, you understand the value of sophisticated planning.

Your professional corporation is a powerful wealth-building vehicle when used correctly. The right investment strategy can defer taxes, generate tax-efficient income, and build long-term wealth in unique ways.

We help incorporated professionals with:

• Investment strategy coordinated with your corporate structure
• Tax-efficient asset location (personal vs. corporate accounts)
• Access to private credit, infrastructure, and other income-generating alternatives
• Retirement planning that optimizes RRSP, corporate, and personal assets together
• Coordination with your accountant on integrated planning