The Mestern Group understands the distinct financial needs of incorporated professionals. Whether you are a dentist, physician, lawyer, or any other incorporated professional, our holistic services are designed to help you manage your wealth both personally and within your corporation.

 

Tailored Services for Incorporated Professionals

1. Comprehensive Wealth Planning: We integrate all your assets, both personal and corporate, to provide a comprehensive wealth plan. This plan will identify opportunities for wealth optimization and serves as the foundation of our relationship with you.

2. Corporate Investment Strategies: We maximize the benefits of wealth accumulation within your corporation with tax-efficient investment strategies. Corporate passive investment returns are taxable around 50%. It is important to be cognizant of that when devising the investment strategy.

3. Collaborative Approach: We collaborate closely with your accountant, lawyer, and other advisors to create a strong support framework for your business’ growth. This teamwork ensures that every aspect of your financial situation is addressed in a unified manner.

4. Insurance Solutions: We help you mitigate growing deferred tax liabilities in your corporate and personal investments with tailored insurance solutions. We also use insurance as a diversified portfolio, which can act as a fixed income investment replacement and is payable (tax-free) directly to the policy beneficiaries at death.

5. Intergenerational Wealth Transfer: We plan for efficient intergenerational wealth transfer, considering both personal and corporate assets. We ensure your legacy is preserved, and your wealth is transferred smoothly to, and used properly by, the next generation.

6. Systematic Communication: We maintain minimum quarterly communication with all our client households to ensure that they understand our processes and that we remain aligned with their goals. Transparency and effective communication are the most important parts of our business.

 

At the Mestern Group, we are committed to helping incorporated professionals navigate their complex wealth management needs with confidence. Contact us today to learn how we can support your journey.