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Our Solutions
Because your reality as an incorporated entrepreneur deserves better than a standard solution
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.
Some strategies
DTI
We named this strategy the Deferred Taxable Income. With this 4th type of income, convert your non-registered accounts into a temporary non-taxable income source.
SBD Shield
With this 5th type of corporate income, reduce your tax penalty on passive income and fully benefit from your Small Business Deduction.
Tax Bridge Strategy
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.
Corporate Classes
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.
Rethinking Performance
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?
Protection
Wealth Optimizer
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.
Which solution is right for you?
Every situation is unique. Let’s discuss together to identify the solutions that match your goals.
Your trusted partner for personalized financial management and solutions tailored to your goals.
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