Have you ever thought about what happens to your wealth when you’re gone? More importantly, how much of it actually reaches your family?
Here’s the harsh reality for Ontario residents:
And if you own a business, the tax burden is even worse—your wealth inside a corporation could be hit with a triple tax on shares, assets, and transfers to beneficiaries. That means 45-70% of your business wealth could disappear before your family sees a dime
So here’s the real question: Who are you really working for—you or the CRA?
Every dollar you’ve built has three possible destinations:
Tax
Charity
Family
But here’s the catch: You only get to pick two.
Which ones would you choose?
What if you could eliminate tax as an option and ensure your wealth goes exactly where YOU want it to go?
Imagine you’ve built a $50 million estate through years of hard work.Without planning, your family could lose millions to Ontario’s tax system:
in estate taxes on RRSPs, pensions, and investments
of business wealth lost due to corporate taxes
Imagine you’ve built a $50 million estate through years of hard work.Without planning, your family could lose millions to Ontario’s tax system:
Do you have a will? An estate plan?
If not, the government has one for you—and trust me, you won’t like it.
This is about simple restructuring, using proven tools to adapt what you’ve already built and redirect your wealth where it matters most.
Minimize RRSP/RIF taxes through strategic withdrawals & insurance solutions
Reduce capital gains taxes with proper estate freeze planning
Use corporate structures to move retained earnings tax-efficiently
Leverage trusts & philanthropy to protect your family’s wealth
What if you could…
Create tax-free savings inside your corporation?
Move wealth from your business to your personal estate—tax-free?
Pass on your wealth to family & charity while disinheriting Ottawa?
Do all of this at no additional cost?
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