Corporate Investing in Toronto
For incorporated professionals and owner-managers in Toronto and across Ontario, we structure corporate cash and investments to reduce tax drag, protect liquidity, and compound for the next generation.
Built for owner-managers
- Corporate first: investment accounts aligned to operating realities and dividend planning.
- Tax-aware: keep more of your returns with structure, sequencing, and disciplined rebalancing.
- Succession-ready: integrate insurance, shareholder planning, and legacy objectives.
How we work
1) Optimize for tax → structures, accounts, cash segmentation.
2) Invest with leaders → independent due diligence across providers.
3) Structure for generations → governance, protection, and simplicity.