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Tax-efficient strategies to protect assets, optimize surplus, and ensure seamless succession.
Tailored strategies designed effectively for the unique needs of Canadian business owners.
Strategies to protect the business and key individuals while building tax-efficient asset classes.
Reposition taxable corporate surplus into tax-exempt permanent life insurance to maximize estate values and minimize passive investment taxes.
Strategies to optimize the CDA credit, allowing for maximum tax-free withdrawal of corporate funds to shareholders and estates.
Supercharge retirement savings for business owners with higher contribution limits than RRSPs and corporate tax-deductible contributions.
Structuring holding companies and trusts to creditor-proof assets and purify the operating company for the Lifetime Capital Gains Exemption.
Important Disclosure
Stradmont™ Financial Advisory provides financial education and insurance advisory services. Insurance products are offered through licensed insurance advisors. Corporate strategies are subject to underwriting, tax rules, and individual circumstances.
Compliance First
Authorized Carriers Only
"Stradmont™ works with leading Canadian insurance providers, including Equitable Life of Canada, to deliver corporate planning solutions where appropriate."
For eligible corporations, corporate-owned permanent life insurance provides a powerful tool to protect capital and enhance long-term value.
Business Structuring
Tax Planning
Wealth Transfer
Schedule a private consultation to discuss tax-efficient strategies tailored to your corporation.
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