You Have $1M+ in Your Corporation. Now What? | Wealthsimple

Wealthsimple's Alicia Vogan, CFA, and lead tax specialist Kris Kibler CPA, CA, CFP, TEP, MPAcc, break down the biggest financial decisions business owners face once meaningful wealth starts accumulating inside their corporation. In this session, you'll learn: Whether to leave money in your corporation or pay it out,and what "integration" and tax deferral really mean How the small business deduction "grind" quietly costs owners tens of thousands a year Why capital gains beat interest and dividends inside a corporation, tax-wise Whether a Holding Company actually makes sense for your business — and when it's just an extra expense How to sequence withdrawals (CDA, GRIP, RDTOH) to turn corporate wealth into retirement income efficiently How the Lifetime Capital Gains Exemption and family trusts can multiply your tax savings on a future sale Whether you're just crossing the $1M mark or you've been managing corporate surplus for years, this webinar gives you a clear framework for making these decisions with confidence. Ready to take control of your financial future? Speak with a Wealthsimple advisor today → https://bit.ly/4iTzrvH #CorporateWealth #IncorporatedBusinessOwners #WealthManagement #FinancialPlanning #HighNetWorth #TaxPlanning #Wealthsimple #SmallBusinessDeduction Wealthsimple Investments Inc. (WSII), a member of the Canadian Investment Regulatory Organization (CIRO). For more information, please visit wealthsimple.com/en-ca/legal/legal-disclaimers. The content presented here is for informational purposes only and should not be considered as investment advice. The information has been compiled by Wealthsimple from sources believed to be reliable, but we make no representation or warranty, express or implied, about its accuracy, completeness, or correctness. All investing involves risk and may involve loss of principal. Past investment performance of a security, asset class, portfolio or firm does not guarantee or predict future performance. If you have any questions, please contact a member of the Advisor team at Wealthsimple.