Published: · Compliance approval: TBD · Updated: · Author:
Disclosure. Educational only; not tax, legal, or individualized investment advice. Mutual funds offered through WhiteHaven Securities Inc. Insurance solutions offered through iAssure Inc. Coordinate decisions with your CPA/notary/lawyer. See Disclaimer and Privacy.

Services | Corporate Investing, Insurance & Tax-Smart Strategies

Corporate investing, life insurance, tax strategies, estate & legacy, group benefits, and personal integration for incorporated owners in Montréal and Toronto. Book a 15-min intro.

Published: · Compliance approval: TBD · Updated: · Author:

Why this is important

  • Corporate money works under different rules — optimize income types, timing, and structures.
  • A coordinated plan across corporate, personal, and insurance accounts protects compounding.
  • Clarity and compliance reduce costly mistakes and help you think like a dynasty.
Book a 15-min intro Download the Owner's Playbook (PDF)

Summary

Below is a practical overview of our core services. Each section links to learning resources or a short intro call to see if there's a fit.

Our services for owner-managers

Corporate Cash & Investments

Keep reserves liquid but still earning, put surplus to work, and grow wealth with a disciplined, data-driven approach.

Learn more about corporate accounts

Life Insurance for Business Owners

Access virtually all major insurers, with independent comparisons of products and guarantees to help fund buy–sell agreements, protect key people, build tax-sheltered assets, and support long-term succession planning.

Learn about our life insurance process

Personal Insurance & Investments

Align personal finances with the corporate plan. Independent research across accounts and insurers to protect family wealth and optimize long-term value.

Read more on personal needs

Tax Optimization for Business Owners

Use efficient income types, tax-sheltering tools, and optimized structures across corporate, personal, and insurance accounts to grow and protect wealth for today — and for the next generation.

Explore tax-smart strategies

Group Benefits

Lean, transparent benefit plans that help you attract and retain talent, strengthen culture, and align employee well-being with long-term owner strategy.

Learn about group benefits

Next steps

Choose one service to start, or book a short call and we'll map where the highest-value improvements are — corporate cash, tax opportunities, or risk protection.

Book a 15-min intro Download the Playbook (PDF)

Resources

Corporate Investing Tax Strategies Insurance Group Benefits

Full Disclosure. This content is for information and education only. Past performance does not guarantee future results. Tax treatment depends on your circumstances and may change. Mutual funds are offered through WhiteHaven Securities Inc. Insurance is offered through iAssure Inc. See Compliance for details.

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