Vinet gestion privée
Taxation for entrepreneurs
All the tax 'Twists' (insurance, incorporation and holding company) to save you taxes and effectively grow your assets.
Here's how I can help you :
- Optimizing your company’s use of cash (Holding, RSP TFSA, etc.)
- Creating a personalized, independent investment strategy
- Reviewing your compensation strategy (Salary, Dividends, Income splitting)
- Asset protection (Life and health insurance)
- Incorporating or not, advantages and disadvantages
- Integrating the cash damming strategy
- Implementing an Individual Pension Plan (IPP)
- Discussing over your shareholders’ agreement
- Planning your Estate (Freeze and Trust)
- Preparing the sale of the business (qualifying for capital gains exemption)
Who are our customers?
Our customers are individuals aged 30 or over, looking to establish a long-term relationship. They are looking for independent advice and have liquid assets in their business in excess of $200,000 (excluding working capital). Their main objectives include reducing their tax burden, growing their wealth and protecting their assets.
An independent approach for optimum results
Capital Management Assante Ltd
4605 B Boul. Lapiniere bureau 250
Brossard, Quebec, J4Z 3T5
Vinet Gestion Privée is a branch of Assante Wealth Management CI comprised of financial advisors from Assante Capital Management Ltd. an investment dealer and mutual fund dealer with dual registration providing investment products and services. Insurance products and services are provided by Assante Estate and Insurance Services Inc. Wealth planning services can be provided by a licensed Assante Capital Management Ltd. advisor or by Assante Private Clients CI, a division of CI Conseil Privé S.E.C.. Assante Capital Management Ltd. are members of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
http://www.assante.com/
https://www.cifinancial.com/ci-assante/ca/fr/privacy-notice.html
https://www.cifinancial.com/ci-assante/ca/fr/legal-notice.html
http://www.assante.com/
https://www.cifinancial.com/ci-assante/ca/fr/privacy-notice.html
https://www.cifinancial.com/ci-assante/ca/fr/legal-notice.html
