Solutions For Executives, Senior Managers, and Business Owners

With sound advice, executives, senior managers and other key employees, business owners, and incorporated professionals often are able to arrange their affairs to attract considerably less tax depending on their particular circumstances. For example, an employee, executive, business owner, or incorporated professional:

• May need to defer more income than an RRSP allows.
• May plan to retire outside of Canada.
• May plan to move to another country in a few years.
• Would like to use retained earnings to fund their own retirement.
• Invest retained earnings.
• Pass the corporate assets on to their estate.
• Defer or reduce taxes on a bonus or severance package.
• Expect to earn significantly less in a year or two due to retirement or a leave of absence.