You built something valuable. Now make sure it transfers the way you intend without a forced sale, family conflict, or CRA becoming the silent partner.
We help incorporated owners in Ontario quantify estate tax exposure, align corporate structure, and create liquidity so ownership transfers with clarity and control.
In Canada, death triggers a deemed disposition. For incorporated owners, the tax exposure is almost never sitting in cash — it's locked in business value, real estate, and retained earnings. That gap between the tax bill and the available liquidity is exactly what we solve.
We work with incorporated business owners and professional corporations in Ontario who value strategic planning over product sales.
(In plain terms)
Four steps. Every engagement starts with your numbers, not our products.
Six areas where incorporated business owners and professional corporations in Ontario engage us most.
You should not be getting one quote from one company and calling it planning.
A 3-minute self-assessment that gives you a directional read on your capital gains exposure at death and where the liquidity gap sits. Start here if you've never quantified this.
A structured checklist that evaluates your corporate setup, shareholder agreements, estate documents, and liquidity position and tells you where the gaps are before they become urgent.
A documentation framework for incorporated owners who want their executor, family, and advisors to know exactly what exists, where it lives, and what happens next without a crisis driving the conversation.
Learn answers to common questions about capital gains at death, estate freezes, buy sell funding, and corporate succession planning.
Note: Eagle Wealth Partners serves both individual and incorporated business clients. Our succession planning and estate tax exposure work is available exclusively to incorporated owners and professional corporations in Ontario.
