Corporate investment policy
Increase your income and minimize taxes with specialized tax optimization for IT consultants.
Our corporate investment policy is specially designed to meet the unique needs of independent consultants. It gives you access to a diverse range of investment vehicles, enabling tax optimization.
The Executive Health Plan (EHP), an essential ally for incorporated consultants.
01. The EHP, what is it?
The Executive Health Plan goes far beyond mere critical illness insurance. It serves as a true safety net for your business, providing protection against serious illnesses, ensuring benefits in case of death, all while helping to optimize your tax situation.
02. How does critical illness insurance enable tax optimization?
Co-owning critical illness insurance between you and your business typically allows for a tax-advantageous split of premium payments. Additionally, after a 15-year period with no claims, a healthy benefit can be paid directly to you tax-free.
Curious to see what your net worth would be with this clever strategy specific to incorporated entrepreneurs?
Why choose IT360 Financial to subscribe to your critical illness insurance?
By choosing IT360 Financial, you have a reliable partner by your side to secure your business while maximizing your income. Specializing in this type of strategy for many years, we work with reputable insurers to ensure robust insurance contracts that comply with regulatory standards.
Choosing IT360 Financial for your retirement plan is indispensable.
We have exclusive access to this product for incorporated consultants, meaning you benefit from privileged access to a retirement solution perfectly tailored to your specific needs as an incorporated professional.
Discover the Executive Pension Plan (E-PP), an exclusive solution designed for incorporated consultants.
01. What is the E-PP
Are you wondering if there’s a more effective alternative to the RRSP to secure your retirement? Discover the E-PP, a pension fund specially designed for incorporated consultants. As an entrepreneur, seize this opportunity to adopt one of the most advantageous investment solutions!
02. How is the Executive Pension Plan fiscally advantageous?
The tax benefits of the E-PP are manifold. Firstly, employer contributions to the E-PP are deductible from your company’s income, thereby reducing its taxable income. Additionally, these contributions are exempt from payroll taxes, resulting in further savings for your company. It’s also worth noting the exemption from GST/QST on expenses associated with the plan. In summary, the Executive Pension Plan offers tax optimization for both you and your company, making it an attractive option for retirement planning.
Curious about the difference between a traditional retirement investment vehicle, the RRSP, and the Executive Pension Plan offered to entrepreneurs?
The Importance of Optimizing Your Corporate Investment Portfolio
01. An optimized corporate investment portfolio, what is it?
An optimized corporate investment portfolio is an investment strategy specifically designed for businesses to maximize returns while minimizing taxation through strategic asset allocation.
02. What investment funds are used?
Our partner, RGP Investments, stands out as a specialized investment fund manager focusing on active management of sectors. Their approach is thoughtful, proven, and integrated, ensuring dynamic portfolio management. With their STANDOP program, we benefit from cutting-edge expertise, proactive management, and privileged service that makes all the difference in your investment solution. You will have access to optimized portfolios specially designed to meet the needs of businesses, providing you with tailored and high-performing financial management.
your portfolio, allowing you to focus on the growth and success of your business with confidence.
The IT360 Financial Difference
By choosing IT360 Financial, you benefit from personalized support and professional, caring management of your portfolio, allowing you to focus on the growth and success of your business with confidence.
Frequently Asked Questions about Insurance Strategies, Retirement Plans, and Corporate Investment Solutions
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Interested in learning more about Corporate Investment Policy?
Start a discussion with one of our advisors!
