Corporate investment policy
Corporate investment policy
Increase your income and minimize taxes with specialized tax optimization
The Executive Health Plan (EHP): an essential solution for incorporated consultants
A true safety net for your business, the Executive Health Plan offers much more than traditional critical illness insurance. It combines protection in the event of critical illness and death with a strategy that helps optimize your tax position.
Why choose IT360 Financial for your critical illness insurance?
By choosing IT360 Financial, you gain a trusted partner to help protect your business while maximizing your income. With years of experience implementing this type of strategy, we work with reputable insurers to provide solid insurance contracts that meet regulatory standards.
Discover the Executive Pension Plan (E-PP): an exclusive solution designed for incorporated consultants.
Curious about the difference between a traditional retirement investment vehicle, such as an RRSP, and the Executive Pension Plan (E-PP) available to business owners?
Why consider the E-PP?
Your company contributes to the plan and may deduct eligible contributions.
The E-PP may allow for higher retirement contributions than a traditional RRSP, depending on your situation.
A pension plan specifically structured for incorporated business owners and professionals.
IT360 Financial, an essential choice for your retirement plan.
We offer incorporated consultants exclusive access to a retirement solution specifically designed to meet the unique needs of incorporated professionals.
The Importance of Optimization in Your Corporate Investment Portfolio
An optimized corporate investment portfolio aims to maximize returns while reducing the tax impact through strategic asset allocation.
The IT360 Financial Difference
By choosing IT360 Financial, you benefit from personalized guidance and professional, attentive portfolio management, allowing you to focus on the growth and success of your business with confidence.
Would you like to learn more about our corporate investment strategy?
Increase your income and minimize taxes with specialized tax optimization for IT consultants.
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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