corporate planning

business owners, executives, & professionals - now

The financial planning needs of corporate Canada are unique and require competent, razor-sharp financial planning expertise. 

At NOW, the opportunities for clients who are business owners, senior executives, or incorporated professionals are enormous. Why?

Most wealth management firms fail to grasp the various financial, tax, and insurance strategies that could benefit their most dynamic clientele. They just see big accounts and a fat wallet and forget the rest.

The truth is, "the rest" is where the magic really happens. 

Strategies that may appeal to clients with a corporation include - but are not limited to - the following:

  • Corporate structure reorganizing to maximize tax efficiency

    • Operating company (Opco)
    • Holding company (Holdco)
    • Family Trusts
  • Tax efficient income planning

  • Alternative savings plans for business owners 

  • Passive income tax mitigation strategies

  • Corporate insurance strategies

    • Corporate Insured Retirement Plan (CIRP)
    • Immediate Financing Arrangement (IFA)
    • Executive Health Savings Plan (EHSP)
    • Buy-Sell /Key person




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