How to Invest Tax Efficiently Within a Corporate Structure (On-Demand - CPABC)
Overview
This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure.
Access expires 180 days from purchase date |
Course Description
The session also examines strategies to help reduce the passive income grind for Canadian controlled private corporations. This session will use a real case study to illustrate how financial planning techniques can be implemented to add value and maximize long term wealth for clients.
Content
- Examine different investment products and its returns
- Distinguish how different investment income types are taxed within corporate and personal structures
- Apply integrated planning techniques to optimize after-tax wealth outcomes
Course Content Created: November 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Shayne Williams, CFPVidhya Mumford, CFP
About This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
How to Invest Tax Efficiently Within a Corporate Structure (On-Demand - CPABC)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Overview
This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure.
Access expires 180 days from purchase date |
Course Description
The session also examines strategies to help reduce the passive income grind for Canadian controlled private corporations. This session will use a real case study to illustrate how financial planning techniques can be implemented to add value and maximize long term wealth for clients.
Content
- Examine different investment products and its returns
- Distinguish how different investment income types are taxed within corporate and personal structures
- Apply integrated planning techniques to optimize after-tax wealth outcomes
Course Content Created: November 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Shayne Williams, CFPVidhya Mumford, CFP
About This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.