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The KAIZEN Financial Planning Process™
The Corporate Class ENHANCEMENT™
The Corporate Class Enhancement is a program enhancement
designed for successful business owners. An emphasis is placed on integrating
both business and personal financial affairs, so as to balance the risks
of business with the security of personal finances. Our understanding
of the unique demands that a business owner faces ensures planning time
is well-focused and efficient.
There are a variety of powerful, Canada Revenue Agency (CRA) registered and approved plans that have been created exclusively for successful Canadian business owners. Any business owner that has not explored the benefits of a CRA registered Advanced Individual Pension Plan (AIPP), Retirement Compensation Arrangement (RCA), The Wealth Protection Plan (WPP) and / or an Employee Profit Sharing Plan (EPSP) is potentially missing some of the most powerful wealth accumulation and tax-saving vehicles available to business owners. This program enhancement is most appropriate for the successful business owner who wishes to ensure that they are utilizing all of the legal strategies written into the tax act specifically for Canadian business owners.
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