Seven chapters. Plain English. Real numbers. No fluff.
01
The Corporate Tax Problem
Why high-income incorporated Canadians are paying far more than they have to — and the structural gap most accountants miss.
02
The CRA-Approved Solution
An overview of the corporately-owned life insurance strategy — fully recognized and regulated by the CRA for decades.
03
How the Strategy Works
Step-by-step breakdown of how corporate dollars fund the policy, how growth is sheltered, and how the structure is built.
04
The Capital Dividend Account
How the CDA mechanism allows the death benefit to flow to your family as a tax-free capital dividend.
05
Estate Transfer & Family Protection
How to structure the policy so your wealth transfers to your heirs — not the CRA — upon your passing.
06
Real Numbers, Real Cases
Case studies from incorporated Canadians showing exact tax savings, policy structures, and year-one results.
07
Is This Right For You?
A simple self-assessment to help you determine if you're a strong candidate — and what to do next.