Corporate Insurance & Investing
You’ve worked hard to build your business from the ground up. You’re making a profit and you officially call yourself “successful” -- congrats!
Are you getting the most out of your money? Are you re-investing your profits appropriately? Are you protecting your business in case the unthinkable happens? Navigating the corporate investment and insurance strategies can be confusing, but that’s where I come in.
Life Insurance for Business Needs
There are a variety of ways that an insurance policy on a key individual in the corporation may be used. I can help you understand the rationale behind each of the uses and why spending money on a policy is so important.
Tax Strategy and Investing
Did you know that in Alberta, passive income from investments inside a corporation is taxed at 48%? Plus, if you make over $50,000 in passive income inside your corporation, your small business deduction is reduced by $5 for every $1 earned in passive income? I can help you navigate different tax shelter strategies, such as Individual Pension Plans (see video below) or tax-exempt insurance policies. Working with an experienced financial professional will help you find ways to make the most of your money.
Disclaimer: Pinnacle Wealth Brokers (Pinnacle) does not offer Individual Pension Plans (IPP). IPPs are
offered through Pinnacle’s portfolio management industry partners.
Take the Next Steps
I look forward to helping build an investment strategy unique to your needs. Contact me at firstname.lastname@example.org to get started with your free consultation.