Review Structure

Request your Structure & Strategy Review to identify gaps, optimize tax efficiency, and align your corporate investing with long-term goals.

Have other questions? Contact us here →

Get Your Structure & Strategy Review

A comprehensive review of your corporate portfolio structure, tax efficiency, coordination, and planning. We'll identify gaps, document intent, and set your long-term tax efficiency framework in motion.

What a Complete Audit Covers:

  • Corporate structure (HoldCo/OpCo separation, trusts, estate freeze)
  • Investment strategy and tax efficiency
  • Coordination with your CPA and legal team
  • Extraction strategies (lifestyle and estate transfer)
  • Documentation of intent and investment policy
  • Product selection aligned with your structure

The cost of delay: Tax inefficiencies compound over decades. Each year of delay represents permanent loss of compounding potential. A complete audit identifies gaps now, so you can address them systematically.

Who this is for: Business owners with $500,000+ in retained earnings or $50,000+ in annual passive income.

After submitting, you'll be redirected to a calendar booking page to select your preferred time for the review.

By submitting this form, you consent to receive communications from iAssure Inc. regarding your assessment request. You can unsubscribe anytime. See our Privacy Notice and Disclaimer.

Here's What This Usually Looks Like When We Review It Together

When we review your structure together, we typically start by understanding your current setup: how your corporation is structured, what investments you hold, and how your passive income is tracking. Then we identify gaps and opportunities specific to your situation.

The review itself takes about 45-60 minutes. We'll discuss your corporate structure, tax efficiency, and coordination with your existing professionals. You'll leave with a clear picture of what matters for your situation, not generic advice, but clarity on your specific context.

Within 3-5 business days, you'll receive a written summary of our findings. There's no obligation to proceed with any recommendations. The review is about clarity, not commitment.

Contact Us with Other Questions

If you have questions that aren't related to a Structure & Strategy Review, or if you'd prefer a general consultation, use the options below.

Book a General Consultation

If you prefer a general discussion about your corporate investing and insurance needs, or if you don't meet the assessment criteria above.

Book 15-min intro

Mutual Fund Inquiries (WhiteHaven Securities Inc.)

For questions about mutual fund accounts or services provided through WhiteHaven Securities Inc., please contact:

WhiteHaven Securities Inc.

Head Office:
1595 Blvd. Daniel-Johnson
Suite 300
Laval, QC H7V 4C2

Email: [email protected]

Insurance & Other Services (iAssure Inc.)

For questions about insurance services or other services provided through iAssure Inc., please contact:

Anton Ivanov

iAssure Inc.
3575 Breard
Brossard, QC, J4Z 2E3

Email: [email protected]
Phone: (514) 575-6123

Regulatory Information

Mutual Funds: Distributed through WhiteHaven Securities Inc.
Insurance: Provided through iAssure Inc. (OA)
Jurisdictions: Québec & Ontario

Activities conducted through iAssure Inc. are neither the business nor the responsibility of WhiteHaven Securities Inc.

Service Areas

We serve incorporated business owners in:

What to Expect

Structure & Strategy Review

During your review, we'll cover:

  • Your corporate structure (HoldCo/OpCo separation, trusts, estate freeze)
  • Investment strategy and tax efficiency
  • Coordination with your CPA and legal team
  • Extraction strategies (lifestyle and estate transfer)
  • Documentation of intent and investment policy
  • Product selection aligned with your structure
  • Specific optimization opportunities identified
  • Recommended next steps and priorities

You'll receive a written summary within 3-5 business days after the call. There's no obligation to proceed with any recommendations.

General Consultation

During a general consultation, we typically discuss:

  • Your corporation's current cash and investment situation
  • Tax optimization opportunities you may be missing
  • Insurance needs for key people, buy-sell agreements, or estate strategies
  • How we coordinate with your existing CPA, notary, and lawyer
  • Whether our approach aligns with your long-term goals

There's no obligation to proceed. We'll help you understand your options so you can make informed decisions.

Important Note

This website is for educational purposes only. Personalized advice requires a formal engagement, KYC/KYP assessments, and a suitability review. Please consult your CPA, notary, or lawyer for advice specific to your situation.

↑