A unique approach to the use of Discretionary Trusts which makes them total tax paid by the family and to share income among family members.

Captive Insurance Strategy

A captive insurance company (the "Captive") is an insurance entity formed primarily to insure or reinsure the risks of a Canadian corporation (the "Corporation").

Eliminate Tax on the Transfer or Sale of Capital Property

The Strategy utilizes, and relies upon, in combination, specific provisions of applicable Canadian and international taxation legislation.

Eliminate Tax on the Sale of Real Estate

The Strategy utilizes, and relies upon, in combination, specific provisions of applicable Canadian and international taxation legislation.

Employee Profit Sharing Plan Trust (EPST)

Employee profit sharing plans can result in savings to both the company and the beneficiaries

The Foreign Affiliate Strategy utilizes, and relies upon, in combination, specific provisions of applicable Canadian taxation legislation and a tax treaty between Canada and the country where the Foreign Affiliate is domiciled.