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Check if you qualify

Our planning is designed for corporations with surplus capital. These questions help us confirm we can add value before we book time with you.

For owners with $250K+ in retained earnings, or $100K+ in annual profit left in the corporation.
Your accountant and lawyer stay at the centre of any plan.
Your information is never shared without your consent.

Step 1 of 2 — Your corporation

Is your business incorporated in Canada? *

Net retained earnings in the corporation *

Annual profit left in the corporation after paying yourself *

Has the corporation been profitable in each of the last 2 years? *

Would you be comfortable setting aside at least $15,000 per year from the corporation for 10+ years toward long-term growth and your family? *

Main goal *

Free, no obligation. We respond within one business day.