Why Every Business Owner Should Consider a Holding Company (Smart Tax & Wealth Strategy!)

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If you're a business owner in Canada and your company is generating more cash than you need to live on, a Holding Company (HoldCo) could be one of the smartest financial tools at your disposal.

In this video, I walk you through:

What a Holding Company is and how it works

How it protects your assets from business liabilities

Income-splitting and tax deferral strategies

How to invest more tax-efficiently inside a HoldCo

How to qualify for the Lifetime Capital Gains Exemption (LCGE) when selling your business

How a HoldCo supports your retirement with passive income and flexible withdrawals

Whether you're looking to minimize tax, build long-term wealth, or prepare for a business sale, this video gives you the full picture on when and why to set up a HoldCo.

My name is Danny Leung, CFP®, CIM®, CIWM, FMA, FCSI®, TEP, Executive Director and Senior Wealth Advisor at Zenith Private Wealth Counsel iA Private Wealth. I specialize in helping Canadian business owners protect their wealth and reduce taxes through advanced financial strategies.

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Видео Why Every Business Owner Should Consider a Holding Company (Smart Tax & Wealth Strategy!) канала Danny & Charles - Zenith Private Wealth Counsel