Paul Thomas, CFP, CIM, FMA, FCSI

Certified Financial Planner for Professionals

Paul Thomas Financial Advisor in Waterloo, Ontario
Phone: (519) 579-9246, Ext. 118
Toll Free: 1 (800) 808-5640
Email: paul.thomas@manulifesecurities.ca
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  • Financial Planning for Incorporated Professionals

Consider ALL your Professional Corporation benefits

If you are an incorporated professional (Physician, Dentist, Chiropractor, Veterinarian, etc.) or considering incorporation, you have come to the right website. Professional incorporation itself is a wise choice from a tax perspective, but the savings don’t need to stop there.

There are 3 areas that you definitely need to consider:

  • Tax efficient investment of monies inside your professional corporation.
  • Making your family’s healthcare costs 100% tax deductible to your professional corporation using a Health Spending Account (HSA).
  • Using insurance tax efficiently as a tax savings tool as well as providing a tax-free withdrawal option at retirement.
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