YIU FINANCIAL
Professional Services
Personal Risk Assessment
Conducting thorough audits of your current personal and corporate insurance contracts to identify hidden coverage gaps and upcoming premium rate jumps before your costs increase.
Guaranteed Conversion
Moving heavily taxed passive surplus inside your operating or holding company into tax-sheltered structures, maximizing the tax-free flow of capital out of your business.
Tax Optimization
Utilizing your contractual, no-medical-exam conversion rights to seamlessly transition expiring term policies into permanent corporate equity, regardless of changes in your health.
I help successful Canadian business owners and incorporated professionals protect their hard-earned corporate cash and transfer wealth completely tax-free. :)
Corporations often hold significant surplus cash that gets heavily taxed, my practice specializes in moving that money into tax-sheltered structures—while ensuring you keep full access to your capital to reinvest back into your practice, business operations, or investment projects. I use a straightforward, data-driven approach and partner directly with your existing accountant and legal teams to make the process completely seamless.
For non business clients get a free quote from me here