Professionals · Strategies
Corporate and personal capital managed as one
Incorporated professionals usually hold money in three places at once. Managing them separately creates duplicated risk and missed tax opportunities.
How the mandate is built
One allocation
Corporate, personal and registered accounts viewed as a single portfolio.
Tax-aware placement
Where an asset sits is decided alongside what you own.
Retained earnings
Investing surplus without disrupting compensation planning.
Ongoing oversight
Reviews scheduled around your practice year, not the calendar.
Review your practice portfolio
See your corporate and personal accounts in one picture.
Information on this page is general in nature. Recommendations depend on your circumstances and may involve coordination with other licensed professionals.