Corporate / Rental Retirement Plan

The Corporate/Rental Retirement Plan is built for those with 1-3 rental properties and/or a corporation. This plan includes all features included in the Household Retirement Plan, plus:

Corporate tax and income planning.
Capital Dividend Account planning and utilization.
Transitioning your assets from corporate to the personal side both tax efficiently and timely.
Examples include: sale of real estate, delaying CPP, inheritance, and sale of business.
Calculations for up to 3 rental properties.

Once your purchase goes through our office will be in touch within 48 business hours with next steps.

***If you have more than 3 rentals/corporations combined, please contact our office at [email protected] prior to paying***

The initial payment will be processed at the time of purchase. The second payment will be automatically charged 30 days following the first.

2 equal payments of $3,000 plus tax

Include a spouse in the plan?

Spouse/Partner First Name

Spouse/Partner Last Name

Spouse/Partner Email

I have read and agree to the terms and conditions of this page as follows:

Terms of Service - Please scroll down for key points

You are agreeing to having reviewed our Advisory Services Agreement (click here to review the entire document).

Key Points

Payment: 50% of the cost will be charged immediately. The remaining 50% will be charged 30 days from now. Please note, depending on timing, this final payment could be before or after your scheduled plan presentation & delivery.
Planner: You will be assigned a dedicated CERTIFIED FINANCIAL PLANNER® professional from our team to communicate with you, as well as develop and present your plan.
Deliverables: Please see our Advisory Services Agreement for all 11 deliverables throughout the course of your plan
Out of Scope: Please see our Advisory Services Agreement for any services that are not included in this planning engagement. (Please reach out to our awesome team members at [email protected] if you have any questions or clarification!)

Our Thanks!
We love helping Canadians from Coast to Coast, and we thank you for the opportunity to help you with your retirement goals. Our entire team looks forward to helping you with your retirement planning!