Our Solutions
Our tax expertise allows us to go well beyond the 3 traditional types of income: interest, dividends, and capital gains. We guide our clients in optimizing 2 other little-known and underutilized income sources, offering concrete opportunities for tax efficiency and value creation. A distinctive, thoughtful approach adapted to the realities of entrepreneurs and investors.
We named this strategy the Deferred Tax Income. With this 4th type of income, convert your non-registered accounts into a temporary non-taxable income source.
With this 5th type of corporate income, reduce your tax penalty on passive income and fully benefit from your Small Business Deduction.
When a portfolio is concentrated in a single stock that has significantly increased in value, diversification becomes essential — but is often hindered by the tax impact of a large capital gain. Through advanced strategies, it is often possible to reposition this capital into a diversified portfolio while deferring taxation to a later date.
A somewhat better-known strategy, certain corporate structures allow a portfolio to grow while minimizing taxable distributions. Concretely, by limiting distributions, returns are mostly accumulated within the structure, promoting tax deferral. Result: less “tax leakage”, more capital working for you, and better control over the impact of passive income — a particularly strategic lever for entrepreneurs and holding companies.
A private alternative strategy designed to generate exceptional performance per unit of risk — up to 25 times higher than the S&P 500.
What if performance didn’t depend on taking more risk, but on better managing it?
Life insurance serves as a strategic lever in a wealth management approach, allowing for effective structuring of tax liabilities and facilitating intergenerational transfer.
In a corporate context, the benefit can enhance the capital dividend account, providing a tax-free distribution to shareholders.
Every situation is unique. Let’s discuss together to identify the solutions that match your goals.