Tax-Efficient Investing for Incorporated Business Owners

Tax-Efficient Investing for Incorporated Business Owners


Are you an incorporated business owner? If so, this session is meant for you! 

At this workshop, you will learn how Corporate Class Investments can: 

  • Help circumvent the Passive Income Rules and potentially save you up to $80,000 in taxes year after year 

  • Reduce the tax liability from your investment income by up to 50% 

  • Help facilitate the withdrawal of tax-free capital dividends from your corporation


Disclaimer: The content of this presentation is for informational purposes only and should not be construed as legal advice. 


Delivery Method: Virtual Session – Zoom. This session contains approximately 45 minutes of content, with 10-15 minutes added for questions and answers. 

Course Fee Includes: Access to the workshop 

This course is delivered in partnership with local and provincial construction associations across Canada. You will be participating with a group of industry peers from multiple regions. 


There are no prerequisites for this course.

Who Should Attend

Anyone who is an incorporated business owner and would like to learn more about tax-efficient investing.

Technical Requirements

  1. Computer or laptop

    • This course will involve on-screen interaction with your instructor and classmates, reading/viewing on-screen content (slides or videos), and interacting via typing with questions or responses. For this reason, cellphones may not be adequate. 

    • Windows 10 or Mac iOS. 

  1. Webcam – in order to engage and collaborate, participants will be expected to have their webcams on for the duration of the class

  2. Microphone 

  3. Internet connection- For best results, you will want to ensure you have an internet connection with an upload/download speed of 3-5 Mbps. You can test your internet speed here. The minimum recommended speed is 1.5 Mbps, but anything below 3 Mbps may result in loss of quality or buffering. Ideally hardwired connection versus wireless for stability - connect your computer directly to your router using an ethernet cable, rather than using your home wi-fi.

  4. A quiet space with minimal distractions –The microphone will be engaged for interactive sessions. Please plan to be fully engaged in the class and clear your work schedule just as you would for the in-class program.

  5. Comfortable chair