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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Martella Group

  • Home
  • About us
  • Services
    • Wealth Management and Investment Planning
    • Risk Management, Insurance and Estate Planning
    • Tax Minimization Strategy
    • Corporate Efficiency Planning
    • Industry Specific Collaboration
  • Our Clients
    • Medical & Dental
    • Professionals
    • Entrepreneurs
  • Market insights
  • Contact us

Corporate Efficiency Planning

Address 600, boul. de Maisonneuve Ouest Bureau 3050 Montreal QC, H3A 3J2
Telephone Number (514) 847-6318
Email Email us
Email Email
Telephone Number Tel

Corporate Efficiency Planning

Working alongside your accounting and legal team, I will help you understand the differences between a T4 and dividend source of income, and more importantly, the tax consequences on both sides. Should RRSP’s and TFSA’s be maximized or should you focus on corporate investments like, PPP’s, CIRP’s and an investment portfolio? We will also discuss any income splitting that could be advantageous to your family’s household income. Which insurance contracts should be paid via the corporation? Which premiums, if any, are deductible? Are you maximizing the usage of your corporation from a tax, investment, and estate perspective?

 

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.