Preserve Wealth Group
Canadian business owners with money sitting in the company

Last year you paid more tax
than the law asked you for.

Answer 3 questions and find out which of 14 legal structures your corporation qualifies for. Takes about a minute.

Question 1 of 3

Do you own an active Canadian corporation that has been operating for at least 12 months?

Free, no obligation, and if nothing fits we'll tell you.
15 minAnd you know either way
14Canadian structures we screen against
150+Licensed advisors in the network
5.0Average rating on Trustpilot
Real cases

What it looks like when somebody actually does it

Real cases from advisors in our network, using their own numbers. No client is named, and every one says who it wouldn’t work for.

Multiple operating companies
  • Over $200,000 a year moves out of taxable corporate investments on a 10-year funding schedule
  • Growth inside the contract is not taxed each year and does not feed the $50,000 passive income grind
  • He can still reach the money by borrowing against the cash value or withdrawing at his discretion
Case handled by Michael Sidhu · Alberta
Property development
  • $18,460 a year, split $11,000 corporate and $7,460 personal at the carrier's real market rate
  • $1,000,000 of critical illness cover paid tax-free into the corporation on cancer, stroke or 23 more
  • $461,500 of premiums come back to her personally after 15 years, corporate dollars included
Case handled by Rick Machtinger · Ontario
Security services
  • $7,000 less tax every year, a 9% cut across the corporation and both partners combined
  • $13,500 more RRSP room each, created by moving income from dividends to T4 salary
  • Net pay at home stayed $84,500, so nothing changed in their day-to-day spending
Case handled by Elise Keller · Ontario
Privately held business
  • $120,000 a year for 10 years paid by the corporation, funded right up to the CRA exempt limit
  • $2,789,000 death benefit from year one, with a $2,640,000 Capital Dividend Account credit
  • $22,000 a year, tax-free, projected from year 20 through policy loans he never has to repay
Case handled by Scott Gannon · Atlantic Canada
Financial services
  • $523,000 of cash value across four participating whole life policies, built over about 15 years
  • $400,000 ordered, not applied for. No forms, no credit check, nobody to approve it
  • $290,000 in his account in 3 days, the rest by day 5, and surgery booked inside a month
Case handled by Scott Gannon · Nova Scotia
Commodities brokerage
  • $3 million moved in over two years, not one lump sum, so operations never ran short of cash
  • Cash value grows at the participating dividend rate, about 5 to 6% a year with no annual tax
  • The same bank approved the line of credit, treating the policy's cash value as cash collateral
Case handled by Laurent Munier · British Columbia
Commercial glazing
  • Another advisor's plan put the full $100,000 a year into one whole life policy, with nothing left over
  • Christian rewrote it at $30,000 a year, same permanent coverage and the same estate result
  • The other $70,000 a year goes into a corporate class fund he can pause, cut or redirect
Case handled by Christian Jaehn-Kreibaum · Canada
Business succession
  • The estate freeze locked the shares at $12 million, so the tax bill stopped growing each year
  • Donating frozen preferred shares to charity cut the bill to about $350,000, a 91% drop
  • Corporate-owned insurance replaced the donated value and net estate value rose about $3 million
Case handled by Elise Keller · Canada
Tech, post-exit
  • The line of credit was open before the crash, so he moved in days with no application to file
  • He drew about $1,000,000 the week markets bottomed and bought Canadian bank shares
  • Half the position repaid the whole loan a year later, interest included, and he kept the rest
Case handled by Laurent Munier · British Columbia
Psychotherapy practice
  • $130,000 a year of income with nothing behind it if she got sick and stopped working
  • 26 conditions covered, including cancer, stroke and heart attack, paid as a tax-free lump sum
  • $250,000 back after 20 years if she never claims, on top of her other retirement money
Case handled by Ron Johnston · Canada
How it works

Four steps, and you can stop after any of them

Nothing is owed at any point, and if it isn’t a fit you’ll hear it from us rather than find out on a sales call.

01

Answer 3 questions

About a minute. We ask whether you're incorporated, where you are, and roughly what the business keeps, which is enough for us to know if there's anything here worth your time.

02

Take a 15 minute call

It isn't a pitch. We ask what's sitting in the company and how you pay yourself, then tell you straight whether a specialist should look at it.

03

Get matched

You get a licensed professional in your province who has done this before in a business like yours, and they show you what applies to your corporation and what doesn't.

04

Take it to your own accountant

Nothing is hidden from him. It all sits inside the Income Tax Act, and he should be able to check every piece of it.

Your accountant isn't doing this, and that isn't his job

Filing and structuring are two different jobs, and most accountants are hired for the first one. They do it well. Nothing our network builds is hidden from him, so take the plan straight back to your accountant, and if he tells you it doesn't apply to your corporation, that's a real answer and it only cost you 15 minutes.

Trustpilot

What the advisors say

These come from the licensed professionals inside our network rather than from clients, and we’d rather label that than let you assume otherwise.

CJ
Christian Jaehn-Kreibaum
CA · 5 reviews

Working well with Preserve Wealth Group

I have been working with Preserve Wealth Group for the past seven to eight months as a financial advisor licensed in both insurance and investments. Based on my experience with other organizations over the years, I have found Preserve Wealth Group to be exceptionally supportive and responsive. Their team is always willing to help, they continually introduce new tools and resources that enhance my ability to serve clients, and their back-office support is knowledgeable, communicative, and efficient.

Aug 4, 2026 · Unprompted review
SM
Simon Marples
CA · 3 reviews

I appreciate the Preserve Wealth Team

The management team at Preserve Wealth Group does a very good job of living up to their commitments. They are all working hard to create the success expected by myself and all the other members I've met. I appreciate their creativity and drive to maximize their commitment to ensure our success.

Oct 20, 2025 · Unprompted review
JT
Jerome Timmermann
US · 1 review

I highly endorse Preserve Wealth Group

Just starting my 45th year of tax mitigation I remain fully active, which means seldom does a new impactful strategy or concept add to my capacity. Being a member now for 6 months, everything promised plus more has occurred.

Sep 2, 2025 · Unprompted review
ES
Elijah Sarge
US · 1 review

Very high level advisors

Very high level advisors, that use incredible tax mitigation strategies, and teach others how to take control of your financial picture. I'm continually astounded on the strategy's this company uses.

Sep 2, 2025 · Unprompted review
KB
Kaleb Bowden
US · 1 review

Phenomenal experience with the team

They not only provide on the value they bring but truly are getting the right connections in place to make impact in the lives of business owners across the country. Very rarely do you see people doing what they say they are going to do.

Aug 29, 2025 · Unprompted review
LO
Lou
US · 4 reviews

Preserve Wealth Group does in fact Preserve wealth

Preserve Wealth Group works with the best advisors in the country and the community of advisors is amazing! I learned about money saving opportunities, as well money making opportunities that I didn't even realize existed nor did my CPA.

Aug 27, 2025 · Unprompted review
CL
Corbin Lindsey
US · 2 reviews

Preserve Wealth Group is Amazing!

Preserve Wealth Group has outdone their competition by creating a platform for experienced and newer advisors to collaborate to ultimately help more clients reap the rewards of amazing tax strategies. This has been a great experience.

Aug 27, 2025 · Unprompted review
CJ
Christian Jaehn-Kreibaum
CA · 5 reviews

Working well with Preserve Wealth Group

I have been working with Preserve Wealth Group for the past seven to eight months as a financial advisor licensed in both insurance and investments. Based on my experience with other organizations over the years, I have found Preserve Wealth Group to be exceptionally supportive and responsive. Their team is always willing to help, they continually introduce new tools and resources that enhance my ability to serve clients, and their back-office support is knowledgeable, communicative, and efficient.

Aug 4, 2026 · Unprompted review
SM
Simon Marples
CA · 3 reviews

I appreciate the Preserve Wealth Team

The management team at Preserve Wealth Group does a very good job of living up to their commitments. They are all working hard to create the success expected by myself and all the other members I've met. I appreciate their creativity and drive to maximize their commitment to ensure our success.

Oct 20, 2025 · Unprompted review
JT
Jerome Timmermann
US · 1 review

I highly endorse Preserve Wealth Group

Just starting my 45th year of tax mitigation I remain fully active, which means seldom does a new impactful strategy or concept add to my capacity. Being a member now for 6 months, everything promised plus more has occurred.

Sep 2, 2025 · Unprompted review
ES
Elijah Sarge
US · 1 review

Very high level advisors

Very high level advisors, that use incredible tax mitigation strategies, and teach others how to take control of your financial picture. I'm continually astounded on the strategy's this company uses.

Sep 2, 2025 · Unprompted review
KB
Kaleb Bowden
US · 1 review

Phenomenal experience with the team

They not only provide on the value they bring but truly are getting the right connections in place to make impact in the lives of business owners across the country. Very rarely do you see people doing what they say they are going to do.

Aug 29, 2025 · Unprompted review
LO
Lou
US · 4 reviews

Preserve Wealth Group does in fact Preserve wealth

Preserve Wealth Group works with the best advisors in the country and the community of advisors is amazing! I learned about money saving opportunities, as well money making opportunities that I didn't even realize existed nor did my CPA.

Aug 27, 2025 · Unprompted review
CL
Corbin Lindsey
US · 2 reviews

Preserve Wealth Group is Amazing!

Preserve Wealth Group has outdone their competition by creating a platform for experienced and newer advisors to collaborate to ultimately help more clients reap the rewards of amazing tax strategies. This has been a great experience.

Aug 27, 2025 · Unprompted review
5.0 out of 5 · 7 reviews on Trustpilot
All 7 reviews · 5.0 out of 5

Questions we get

My accountant already does my taxes.

He does, and he probably does it right. But filing and structuring are two different jobs, and most accountants are only hired for the first one. Take what you hear on the call back to him, and if he tells you it doesn't apply to you, that's a real answer and it only cost you 15 minutes.

What does the call cost?

Nothing, and there's nothing to buy on it either. If you go on to work with a specialist in our network they get paid through the structures they set up, and they'll tell you exactly how before you agree to anything.

Is any of this offshore or aggressive?

No, everything our network sets up sits inside the Income Tax Act. If a strategy needed you to move money out of the country, or take a filing position you wouldn't want to explain to the CRA, we wouldn't send you to it.

What happens on the call?

It's 15 minutes, and we ask what the business makes, how you pay yourself, and what's sitting in the company. No slides and nothing to buy. If there's something there you'll hear what it looks like, and if there isn't you'll hear that too.

Find out what you overpaid

Three questions now, and 15 minutes later if it looks worth it. Worst case you find out none of it applies to you, which is worth knowing too.

Free, no obligation, and if nothing fits we'll tell you.