Business Family Planning

Services Business Family Planning

DFS Private Wealth is your trusted partner in long-term corporate financial health for high net worth families who own and operate their own successful business.

Our team starts by taking the time to fully examine your business structure, and consult with your other advisors to get a complete understanding of your personal and corporate financial picture.

From there, we’ll put together and manage strategies that shelter you and your business from as much taxation as possible, giving you additional financial freedom to build your empire.

Corporate Tax Protection

You got into business to make money, not lose profits to taxation. We’ll recommend every tax strategy possible to keep more money in your business bank account and strengthen your company’s financial health.

Holding Companies
Sometimes owning your business through a holding company is better than owning the shares of your operating company directly. Let’s examine your corporate picture to see which strategy works best for you.

Incorporating Your Company
Should you incorporate your company? There can be significant income tax benefits to incorporating, and we can help you determine if it’s a good move for your business.

Shareholder Agreements
Do you own your business with a partner or with other family members? DFS Private Wealth can help you find the best way to protect yourself in case there’s a disagreement.

Individual Pension Plan
Help secure your family’s future with an individual pension plan. We’ll develop a tax-efficient plan with flexible contributions and access to exclusive investment opportunities.

Business Succession
Is the time approaching where you will want to step back and pass on your business to other family members? We will help you determine the most efficient way to do this and keep things fair for everyone in your family.

Selling Your Business
Is it time to exit the business? We’ll recommend strategies that will help you qualify for the capital gains exemption and avoid double taxation on the proceeds from the sale.

Group RRSP and Benefit Plans

Offering group RRSP and benefit plans help your business attract the best talent and foster long-term employee loyalty. We can help set up and manage the right plan that supports your organizational goals while keeping your workforce happy and motivated.

Group RRSP plans
Our business experts will structure a group RRSP plan that leaves you in the driver’s seat. You decide how much, if anything, to contribute, and be as involved in the investment process as you feel comfortable with.

Group Benefit Plans
We’ll sit down with you to explore the different suppliers of group benefit plans, and help you evaluate which features are most beneficial to you and your employees but still make financial sense.

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Corporate Planning in Mississauga, Toronto, and Southern Ontario

The financial experts at DFS Private Wealth specialize in tax strategies that will protect you, your family, and your business from as much taxation as possible. We’re passionate about growing the local business community and look forward to saving you thousands of dollars in taxes every year.

With over 60 years of experience, the portfolio managers at DFS Private Wealth provide exceptional wealth management expertise to high net worth families and businesses in Toronto, Mississauga, and Southern Ontario.

If you think your personal or corporate financial picture could use a review, contact us today for a free consultation.

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