Smart corporate tax strategies using Whole Life Insurance
Are you a doctor, dentist, or business owner with a professional corporation? Discover how Whole Life Insurance can be a powerful tool in your corporate tax planning strategy. By integrating it into your financial plan, you can:
- Minimize investment taxation within your corporation
- Reduce the risk of Small Business Deduction (SBD) clawbacks
- Optimize your investment mix using capital gains and eligible dividend income for greater tax efficiency
This approach isn’t just for healthcare professionals—it’s ideal for any incorporated business owner looking to preserve more of their hard-earned wealth.
Doctors
As a dedicated physician focused on patient care and medical excellence, you can rely on our expert financial planners to simplify your wealth management with tailored investment and tax strategies.
Dentists
Our financial planners help you simplify wealth management with personalized investment and tax strategies—like incorporating your practice and leveraging corporate life insurance—to protect your income and build long-term financial security.
Business owners
Whether you're launching a new venture or leading an established business, we help you build and protect wealth—inside and outside your company—through smart tax strategies, succession planning, and investment solutions designed to support your lifestyle now and into retirement.
Our team
Rated 5 stars on Google with over 25 reviews (as of 2025)
Noel took the time and a great amount of detail to diversify our portfolio, add new products, and provided us a great deal of leverage to plan our retirement income and life insurance needs. We wish we had done it years sooner. We now feel secure as we steer towards retirement. It was a pleasure to work with Noel.
- Mike E.