This is for you if…
- A business owner with a holding company
- Rental or secondary properties to plan around
- A large RRSP/RRIF facing OAS clawback and estate tax
- Significant non-registered assets, estate and legacy goals
What you'll get
- Holding-company dividend & Capital Dividend Account extraction
- Capital gains timing and tax-loss harvesting
- Estate tax-bomb mitigation and charitable / DAF planning
- Full sandbox: property sales, stress tests, spousal integration
- Everything in the Optimize My Family plan
Same engine the pros use — we just show the depth your situation needs. Outgrow this path? Switch tiers anytime; your numbers come with you.
Want a human in the loop?
Complex estates often warrant a second set of eyes. We can connect you with a fee-only fiduciary planner — no commissions, no product sales. Ask us after you build your blueprint.
Complex & Wealth
One-time payment. Lifetime access. No subscription.
$189CAD
Not quite you?