Corporate Wealth Transfer Solution

It has been over a decade since changes were made to how dividends are taxed in Canada.  Basically a new class of dividends, called eligible dividends, were introduced; the result of which eliminated a double taxation situation inherent to private business owners.  Since this time many business owners have maximized their tax deferral opportunity only to fall victim to the corporate wealth transfer trap.


The trap affects any individual holding passive assets within a corporation with the intentions of ultimately benefiting their heirs.  Many of these assets are designated to be transferred upon death and as such two levels of taxation need to be considered.  The first is attributable to the estate of the shareholder and the second to the heirs who wish to extract the value from the corporation.

Who’s this for?

  • Small Business Owners
  • Business Owners
  • Family Business
  • Shareholders