Canadian Corporate Wealth Coordination

Keep more of what you’ve built.

TandemArc models and coordinates your corporate wealth across tax, investments, retirement, and estate planning—so you can draw more from your corporation, pay less tax, and leave more to your family.

See what may be possible →Explore a client case
Built for incorporated Canadians
Planning that connects the full picture.
Corporate Wealth Projection
Current path vs. coordinated structure
Projected family wealth$4.5M
Coordinated structure$7.8M
Coordinated planCurrent path
Potential planning gap$3.3 million
ONE COORDINATED VIEW OFInvestmentsTaxRetirementEstate
Why TandemArc

Your financial decisions should work together.

Corporate wealth rarely sits in one place. It moves between a business, holding company, investment portfolio, personal income and estate. TandemArc models how those decisions interact before you act.

01

See the full picture

Bring corporate assets, tax accounts, personal income, retirement needs and estate goals into one coordinated view.

02

Compare real choices

Explore what happens when you change how you invest, pay yourself, fund retirement or transfer wealth.

03

Act with confidence

Give your accountant, advisor and legal team a clear plan—supported by transparent assumptions and measurable trade-offs.

What coordination can change

More clarity today. More wealth over time.

The result is not one product or one tactic. It is a better sequence of financial decisions across your lifetime.

SpendUnderstand how much you can draw from your corporation sustainably.
GrowReduce tax drag and keep more capital compounding.
ProtectCoordinate liquidity, insurance and estate obligations before they collide.
TransferSee what your family may actually receive after tax—not just the account balance.

A clearer path for a Canadian professional

Corporate wealth at age 60$3.0M
Projected family wealth — current path$4.5M
Projected family wealth — coordinated plan$7.8M
Potential improvement+$3.3M

Illustrative example only. Outcomes vary based on assumptions, implementation, market returns and tax law.

A client case

It is not only what you own. It is how every decision is sequenced.

A strong plan coordinates the investment portfolio with corporate tax accounts, retirement withdrawals, insurance and estate planning—so one decision does not accidentally erase the benefit of another.

✓Model the current path before recommending change.
✓Compare multiple strategies using the same assumptions.
✓Translate the analysis into a clear implementation roadmap.
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The process

From scattered information to one coordinated plan.

STEP 01

Discover

Clarify your corporate structure, assets, cash flow, family goals and existing advisors.

STEP 02

Model

Build a baseline and test alternative retirement, tax and estate structures.

STEP 03

Decide

Review the trade-offs in plain language and select the path that best supports your goals.

STEP 04

Coordinate

Align the accountants, lawyers, investment professionals and insurers responsible for implementation.

Kyle Durksen
Relationship-led. Technology-enabled.
“Sophisticated planning shouldn't feel fragmented. Our job is to make the complexity visible, understandable and actionable.”
Kyle Durksen
Partner, TandemArc

Financial Horizons Group President's Circle 100 and Elite 30 recipient.

President’s Circle 100Elite 30
Start with the current path

See what your corporate wealth could support.

We will help you understand where you stand today, what may be getting lost to tax or poor coordination, and which structures deserve a closer look.

Book a private consultation →