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
Linked In Paul Thomas Financial Advisor in Waterloo, Ontario
  • Home
  • About
  • HSA?
  • Investments
  • Insurance
  • Contact

Investments

The tax efficiency of your investments must be considered a priority due to the high tax rates that are charged inside your professional corporation. These high corporate tax rates can be even higher than you might pay from a personal tax perspective in some situations.

Needless to say…saving taxes by paying a lower rate or even better to defer the taxes can increase the growth of your portfolio significantly.

The tax efficiency of different types of distributions is shown in the chart below:

types-of-distributions

Learn about tax saving ideas for Profession Corporation investments including:

  • “Capital Dividend Account” to generate tax-free capital dividends
  • “Tax Deferred Advantage of Corporate Investments” to grow your investments faster

 

Make Tax-efficient Wealth Accumulation an integral part of your PC, personal and family income planning

Investment-Principles

Contact Paul for more details about tax efficient corporate investing

image_pdfimage_print
Book An Appointment

Manulife Securities Disclaimer
Copyright © 2013 - 2021 Paul Thomas CFP, CIM, FMA, FCSI

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.
Insurance products and services are offered through Manulife Securities Insurance Inc.