Business Tax & Estate Strategies

As a business owner, not only are profits a main priority in a company, but implementing tax-efficient solutions to help your organization keep as much of its profits as possible are absolutely critical. The Pension Planning Center provides valuable expertise and a range of strategies and solutions to help you achieve your primary objectives and maximize your company’s wealth. We deliver tax-efficient structures and business succession solutions as well as personal and corporate income tax planning.

But we don’t stop there. We work with a network of trusted professionals to provide complete turnkey financial and legal advice. We can help you in the following areas:

  • Wealth Accumulation and Transferal
  • Business Tax Planning
  • Succession Planning
  • Estate Protection Insurance
  • Critical Illness Protection
  • Capital Gains Tax
  • Last Will and Mandates
  • And much more...

We’re there with you, every step of the way. Contact one of our financial planners for a free no-obligation consultation and put together a business tax and succession strategy, custom-designed to fit your needs.

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Maximize your wealth with our services. Montreal financial planning and investment advisors. Montreal tax planning.
As Montreal estate planning experts, we help you implement tax-efficient solutions and business succession plans.

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