Keep What You Build

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Corporate tax strategy. Estate planning. Wealth protection. The conversations that usually happen behind closed doors — in plain English.

3 Episodes
Episode 03 Thumbnail Episode 03
Corporate-Owned Life Insurance

Is the CRA Taking Half Your Retained Earnings? with Michael Baker

Michael Baker (CPA, CFP, TEP) breaks down corporate-owned life insurance from first principles — the passive income trap, the $50K SBD threshold, and how the Capital Dividend Account moves money to your family completely tax-free.

May 202646 min
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Buy-Sell Agreements

What Happens When Your Business Partner Dies? with Ben Corriveau

Most partnerships don't have a funded buy-sell agreement. Ben Corriveau walks through what actually happens to a business when a partner dies unexpectedly — the 3 types of agreements, how life insurance funds them, and how to prevent a crisis.

May 202626 min
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Corporate Tax Strategy

5 Tax Blind Spots Costing Canadian Business Owners Thousands

Greg Rozdeba breaks down the 5 blind spots he sees costing incorporated business owners thousands every year — from unfunded buy-sell agreements to the corporate cash trap — because nobody connected the dots.

May 202645 min
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