Helping business owners coordinate corporate investing, tax planning, retirement planning and succession strategies to preserve and grow wealth inside and outside the business.
Wealth Management for Canadian Business Owners
250+ Five-Star Google Reviews
Portfolio Management
Tax Planning
Estate Planning
Serving Families Across Canada
The Challenges Business Owners Face
Business owners face financial decisions that traditional investment advice often overlooks.
- What should I do with retained earnings?
- Should I invest personally or corporately?
- How do I minimize taxes when extracting income?
- Am I prepared for the eventual sale or transition of my business?
- Is my investment strategy aligned with my corporate structure?
We Help Business Owners Navigate
Investing Retained Earnings
Build a strategy for excess
corporate cash.
Corporate Investment Planning
Coordinate investments with your tax strategy.
Retirement Planning
Transition from business income to retirement income.
Succession Planning
Prepare for eventual ownership transition.
Estate Planning
Protect your family and legacy.
Investing Retained Earnings
Build a strategy for excess
corporate cash.
Why Business Owners Choose Tetrault Wealth
- Integrated Planning – Investment, tax, retirement and estate planning working together.
- Corporate Investment Experience – Understand HoldCos and retained earnings planning.
- Long-Term Relationships – Advice evolves as your business evolves.
- Coordinated Advice – Work alongside your accountant and lawyer.
How We Work
1
Discovery Meeting
Understand your business and personal goals.
2
Review
Analyze corporate structure and investment opportunities.
3
Strategy
Build a coordinated corporate and personal plan.
4
Ongoing Management
Adapt as your business and wealth evolve.
Who We Typically Work With
- Incorporated professionals
- Business owners with retained earnings
- HoldCo structures
- Owners preparing for succession
- Entrepreneurs planning retirement
- Families managing intergenerational wealth
Frequently Asked Questions
Yes. Many business owners invest retained earnings inside their corporation as part of a long-term wealth strategy.
The answer depends on your tax situation, income needs and long-term objectives.
Absolutely. Coordination often produces the best outcomes.
Yes. We help business owners prepare for eventual ownership transition and retirement.
No. Many clients engage years before an eventual transition.
Yes. We work with incorporated business owners and families across Canada.
Ready to Solve Your Unique Financial Needs?
We use a transparent, reputable, and holistic approach to financial planning that’s built around you.
