Helping you get the most out of your planning

In case of a once-in-a-lifetime need, upgrading your Principal Residence, buying a Cottage, or buying a Ferrari, the Surplus strip strategy can be utilized to extract cash from your corporation at a capital gains tax rate instead of a non-eligible dividends rate.

For example, if you need $250,000 after tax, you can save an average of $135,000 in personal taxes by using surplus strips planning instead of non-eligible dividends.

We work with trusted tax lawyers to prepare legal documents to implement this strategy.