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Corporate Planning
Redemptions, Shares, Executive Benefits | Edmonton & Across Canada
Your Business Legacy, Secured | Corporate Planning Family Owners Trust
DeHaan Private Wealth is Edmonton's certified financial advisor serving AB, BC, SK, ON, PEI+, like your trusted partner, turning business assets into tax-smart liquidity for owners. We coordinate corporate investments, insurance, share structures, and mortgages so you exit efficiently without double taxation or family disputes.
Three Pillars of Corporate Financial Siccess
Corporate Redemption
Maps your share redemptions, dividend strategies, and tax-deferral options to free up capital smoothly. Closes gaps in corporate-held RRSPs/TFSAs, locked assets, and owner payouts. Your foundation for that stress-free business transition.
Executive Benefits
Tax-smart plans like IPPs, group insurance, and mortgages tailored for owners + key team. Low-cost from 100+ providers (RBC, Vanguard+). Your retention edge and personal perks maximized.
Business Protection
Shields key-person risks, buy-sell triggers, and succession gaps with insurance + share coordination. Estate alignment included. Peace of mind for your growth and family.
Corporate Planning Gaps Don't Look Like Problems… Until They Do.
Your business can be thriving on paper, great team, strong cash flow, real momentum, while a few planning blind spots quietly create friction in the background.
Maybe it looks like:
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Corporate cash piling up with no clear purpose
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Redemptions that trigger more tax than expected
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A buy-sell plan that exists… but isn't funded
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Executive benefits you could use, but never set up properly
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Share transfers that feel "someday"… until family dynamics force "now."
The cost isn't always obvious day-to-day. It shows up later as avoidable tax, delayed transitions, and decisions made under pressure.
That's what the Free Corporate Review is for.
In one review, we'll identify quick wins and priority fixes across:
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Tax-smart redemption routes that fit your structure
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Cleaner share flow for family and future ownership
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Continuity funding for buy-sell and key-person risk
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Executive benefits that actually get used (IPP/insurance/perks)
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Alignment across investments + insurance + lending, so the plan works as one system
Ready for clarity you can act on?
No cost. Confidential. Built for incorporated owners.
Build Your Corporate Plan in Six Steps
01
Understand Your Vision
We listen first: Exit timeline? Family involvement? Growth priorities? No template, just your goals.
02
Gather What Matters
Corporate statements, shares, insurance, and mortgages, reviewed together. Nothing missed.
03
Spot the Opportunities
Quick scan reveals: Redemption tweaks. Tax drags. Protection gaps. Continuity risks.
04
Build Your Priorities
Redemptions, benefits, transfers, sequenced for your structure.
05
Implement Seamlessly
Execute alongside your accountant/lawyer. Low-friction rollout.
06
Review as You Grow
Annual check-ins. Life/business changes handled.
Retirement Planning: Banks vs Independent Specialist
Banks provide solid products. DeHaan Private Wealth coordinates your corporate strategy, redemptions, shares, multi-license benefits serving AB, BC, SK, ON, PEI+.
Corporate redemption | Executive benefits | Business continuity
For Business Owners Like You
Picture this: Clean redemptions funding your next chapter. Shares handed over seamlessly. Team rewarded, continuity locked in.
Owners just like you…
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Redeeming company-owned assets without the tax nightmare
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Multi-shareholder exits that actually work
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Doctors transitioning practices smoothly and tax-smart
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Family businesses passing value forward, dispute-free
Edmonton's corporate financial advisor. Remote for AB, BC, SK, ON, PEI+.
Ready for your business to join them?
How We Deliver for Your Corporation
Redemption planning
Tax-efficient routes for company-owned assets.
Share strategies
Smooth transfers, buy-sell funded.
Free corporate audit
Holdings/fees reviewed, leaks spotted immediately.
Executive benefits
IPPs, insurance, mortgages aligned.
Protection setup
Key-person, continuity gaps closed.
Ongoing guidance
Growth/exit check-ins via phone/email.
Corporate Planning Questions Answered
Important Disclosure:
Collaborates with accountants/lawyers. Educational pre-agreement. Past performance is no guarantee.
