Description: We are a group of advanced corporate, succession, and estate planning professionals who work exclusively with Canadian business owners.
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The Exempt Transfer can add significant value for you, your family, and shareholders. No other tax savings concept allows for tax-free wealth transfer, supports a retirement income stream, and bolsters the balance sheet.
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Succession often poses a serious challenge for most business owners as different family members often have different wants and needs. There is usually agreement that the company produces the wealth. The Exempt Transfer provides a prompt source of tax-free cash when it is needed most. This buys the family the time to make the tough decisions. Learn More.