Dates
Take control of your finances and unlock the full tax-saving potential of your business structure.
Are you making the most of your business income, or giving too much away in taxes?
This session is designed for Ontario business owners ready to take control of their finances and unlock the full tax-saving potential of their business structure.
What you’ll learn:
- How to choose the right business structure - and when to incorporate
- Salary vs. dividends: What’s better for your tax and retirement goals
- Income-splitting and family compensation strategies that reduce your overall tax burden
- Commonly missed deductions - including how to expense health, dental, and disability insurance through your corporation
- How to protect your income using corporate-funded disability and critical illness insurance
- Tax deferral tactics using retained earnings and corporate investments
- How to build personal wealth through your business using participating life insurance and pension plans - and withdraw funds tax-free in retirement
- 30-minute self-assessment
This is a practical session with real strategies you can apply immediately to reduce taxes, protect income, and grow long-term wealth - using tools most business owners overlook.
Ideal for incorporated or soon-to-be incorporated business owners.
Presented by Rebeca Wieler Chen, Financial Advisor | Desjardins Financial Security Independent Network – Southwestern Ontario
Rebecca brings over a decade of experience as an entrepreneur and holds an MBA in strategic business planning, making her equipped to guide both business owners and families toward financial security. Drawing on her background of founding and operating three businesses for 12+ years, Rebeca specializes in helping incorporated entrepreneurs optimize their financial structures through tailored tax, insurance, and investment strategies.
