For profitable incorporated Canadian businesses

Is Your Corporation Sitting On Cash That Isn’t Working?

Many successful Canadian business owners accumulate retained earnings inside their corporation without a clear plan for how — or when — to take that money out.

During your complimentary Corporate Tax Review, we’ll look at your salary and dividend mix, the timing of distributions, and your RDTOH position — and identify where your corporation may be paying more tax than it needs to.

Whether you’re planning for growth, retirement, or succession, you’ll leave with practical, written recommendations tailored to your business.

Free · No obligation · Virtual across Canada · Written summary in one business day

Free Review
Get My Free Tax Review

A few quick details and we’ll book a 20-minute call to walk through your numbers — usually within one business day.

20-minute call · No obligation · Written summary within one business day.

  • Complimentary consultation
  • No obligation
  • Virtual across Canada
  • Written summary of opportunities

Who it’s for

Who This Is Designed For

Incorporated business owners

Professional corporations

Medical & dental practices

Consultants & agencies

Construction companies

Ecommerce businesses

Companies retaining profits inside the corporation

Businesses planning for long-term growth

If your corporation is consistently profitable and accumulating retained earnings, this review is designed to help you better understand the financial opportunities available as your business grows.

Get My Free Tax Review

What’s included

During Your Review We’ll Discuss

Corporate Cash Flow Planning

Understand where your business generates and uses cash.

Retained Earnings Review

Discuss how excess retained earnings may fit into your long-term business and personal goals.

Owner Compensation

Review salary, dividends, and compensation approaches based on your business objectives.

Corporate Tax Position

Identify where your corporation may be paying more tax than necessary.

Business Growth Planning

Discuss expansion, hiring, financing, and capital allocation.

Risk & Succession Planning

Review long-term considerations for protecting your business and preparing for future transitions.

The problem

Most Business Owners Set Their Corporate Structure Once…

Get My Free Tax Review

Most corporations are set up when the business first starts.

But businesses evolve.

  • Revenue grows.
  • Cash accumulates.
  • Taxes increase.
  • Retained earnings build.

Yet many owners continue using the exact same financial structure they started with years ago.

Over time this can create missed planning opportunities and prevent your corporation from working as efficiently as it could.

Our Corporate Tax Planning Review is designed to identify those opportunities before they become expensive mistakes.

The deliverable

What You’ll Leave With

A written summary of opportunities identified
Actionable recommendations specific to your business
Suggested next steps
Greater clarity around retained earnings and corporate planning
No pressure or obligation to engage further

Why us

Why Business Owners Choose Northern Wealth Group

Fixed-fee engagements
Personalized recommendations
Ongoing advisory available
Virtual meetings across Canada
Accounting, Fractional CFO & Corporate Planning under one firm
Practical advice focused on business owners

FAQ

Good to know

Your Corporation Should Work As Hard As You Do.

If your business is generating consistent profits and accumulating retained earnings, now is the time to understand the opportunities available.

Request your free Corporate Tax Review and receive practical, written recommendations tailored to your business.

  • Complimentary consultation
  • No obligation
  • Virtual across Canada
  • Written summary of opportunities
Get My Free Tax Review

A few quick details and we’ll book a 20-minute call to walk through your numbers — usually within one business day.

20-minute call · No obligation · Written summary within one business day.