Tax-efficient Investment Solutions

If your company is investing excess profits into GICs or other taxable investments, these funds are often called “trapped” corporate surplus because you pay high personal tax if you remove the capital from the corporation, and you pay high corporate tax if you leave it in. Prospera’s Business Wealth Specialists can tailor investment solutions for your business that address tax minimization and tax deferral, while ensuring investment suitability and risk appropriateness.

To meet a Prospera Business Account Manager, contact a Business Banking Centre
in your area.


This material is provided for general information and is subject to change without notice. This material is not intended to provide, and should not be construed as providing, individual financial, investment, tax, legal or accounting advice. You should consult your professional representative(s) prior to acting on the basis of the information herein, and ask about the risks and costs involved when investing in insurance products or using leveraging as a financial strategy. Insurance is offered through Prospera Insurance Agencies Ltd., a licensed life insurance agency. Prospera Credit Union provides advice and service related to deposit, loan and mortgage products. Prospera Insurance Agencies provides advice and service related to personal insurance and estate planning, business-owner insurance and succession planning, and employee group benefit plan solutions.

 

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