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Individual Tax Reduction
Strategies

High income shouldn’t mean handing half of it to the CRA. Here’s how to change that.

Our strategy uses a structured flow-through share transaction to deliver substantial tax savings for high-income individuals. There’s no price risk and no liquidity constraint — unlike a traditional private placement, this is a same-day “Bought Deal.”

We arrange a liquidity provider — typically an institutional investor — to purchase the shares at a predetermined price. The buy and sell happen simultaneously, with the net proceeds returned to your bank account within days of closing.

To qualify, you must be an Accredited Investor with personal income in excess of $250,000 in the current year. The higher your marginal tax rate, the greater the benefit.

This is not an investment. You own the shares for no more than a minute. When the transaction closes, you’re left with tax benefits and the proceeds of sale.

For more information, 

Minimizing Tax and Enhancing Philanthropy for Canadian Accredited Investors Since 2006