Vantage Corporate structures tax-exempt wealth and legacy strategies for business owners, leveraging the strength of Canada's top financial institutions.
We work with incorporated Canadian business owners, professionals, and entrepreneurs who have retained earnings inside their corporation and want a thoughtful, long-term approach to capital efficiency, protection, and legacy planning.
We specialize in working with incorporated professionals and entrepreneurs.
Our focus is simple: We structure your corporate assets to improve tax efficiency, maximize estate value, and protect your business from risk. We do this without hype, using only compliant Canadian financial instruments.
Passive income inside a corporation is taxed at the highest marginal rate. We use Corporate Class (Segregated) Funds to mitigate this tax drag and provide potential creditor protection for your retained earnings.
Corporate Segregated Funds: Investment solutions inside a corporation that may offer tax-efficient growth and creditor protection.
The Capital Dividend Account (CDA) is a powerful tool allowing you to disburse accumulated wealth to your shareholders or estate tax-efficiently. We structure Corporate-Owned Life Insurance to maximize this credit.
Capital Dividend Account (CDA): A special corporate account that lets certain tax-free amounts be passed to shareholders.
"Moving corporate dollars to personal hands without triggering a dividend tax bill."
Key Person Insurance provides immediate capital to stabilize your business if a top revenue generator passes away. We also fund Buy-Sell Agreements to ensure you can purchase a deceased partner's shares without draining working capital.
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Discuss your corporate structure with an independent advisor. No obligation, just clear answers.
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