Corporate Investing in Montréal
We help incorporated business owners in Montréal and across Québec build durable, tax-efficient corporate portfolios—so your surplus cash compounds for decades, not quarters.
Why corporate investing is different in Québec
- Tax layers: CCPC integration, refundable taxes (RDTOH), CDA opportunities, and the SBD “grind”.
- Liquidity first: keep operations safe while letting surplus compound in the right structures.
- Coordination: we work with your CPA / notary / lawyer to keep everything aligned.
What you can expect
Clarity: plain-English coaching, fee transparency, and an investment discipline designed for decades.
Access: independent coverage across leading mutual fund families (including bank and insurer platforms).
Consistency: evidence-based portfolio construction and a service cadence that respects your time.