Do you have an incorporated business in Canada? *

Yes

No

How long has your business been incorporated? *

Less than 2 years

2 to 5 years

5 to 10 years

More than 10 years

What do you currently pay yourself from your corporation each year? *

Under $80,000

$80,000 to $150,000

$150,000 to $250,000

$250,000 or more

How much do you have sitting in your corporation right now? (retained earnings, savings, or investments) *

Under $150,000

$150,000 to $300,000

$300,000 to $500,000

$500,000 or more

What is your biggest frustration with your corporate finances right now? *

Paying too much tax when I take money out of my corporation

Losing over 50% on passive investment income

My accountant is not proactive with tax strategy

I do not have a clear wealth-building plan

I want to pass wealth to my family tax-efficiently

Phone *

First Name *