A Canadian Wealth Secrets Webinar in Partnership with PE Gate

Canadian Wealth Secrets Podcast Logo - Helping entrepreneurs, business owners, and investors grow their wealth through paying less income taxes

How Canadian Incorporated Business Owners Can Strategically Unlock and Invest Retained Earnings

JULY 15, 2025

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12PM ET

WEBINAR

Reserve Your Seat

If you’re an incorporated business owner sitting on retained earnings, this exclusive webinar is for you.

In partnership with PE Gate, we’ll show you how to strategically access and invest your corporation’s retained earnings without triggering personal tax liabilities—and how to use those assets to fuel a long-term, tax-efficient growth strategy inside your corporation.

You’ll discover:

How to access corporate retained earnings using Immediate Financing Arrangements (IFAs) without paying personal tax

How to invest those earnings into private businesses that pay tax-free eligible dividends

How tax-free corporate dividends can be used to fund participating whole life insurance policies, enabling a powerful compounding engine inside your corporation

This is not your typical tax planning webinar. You’ll walk away with a new lens on how to turn static corporate capital into a high-performing financial strategy that supports growth, liquidity, and legacy—all within your corporation.

💡 Don’t miss this opportunity to learn how to build wealth inside your corporation while minimizing tax and maximizing strategic control.

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