Your career requires focus, dedication, and staying ahead in your field. Yet, as your success grows, so does the complexity of managing your financial future. At Sylvain Morin & Associates, we provide customized wealth management strategies that align with your ambitions—so you can focus on excelling in your profession.
With your demanding schedule, investment opportunities or tax-saving strategies may feel like distractions rather than advantages. Our team simplifies these decisions, offering personalized investment strategies that fit your risk tolerance and provide opportunities for long-term growth.
We also specialize in tax optimization strategies designed to protect more of your hard-earned income. For example, establishing a Canadian-controlled private corporation (CCPC) can help minimize your tax liability on active business income. Additionally, implementing corporate life insurance can further enhance your financial plan by leveraging tax benefits and building value over time.
Whether you’re managing an expanding practice or planning for your long-term financial security, we ensure your goals remain at the forefront. With Sylvain Morin & Associates, you’ll gain the confidence that your wealth is growing, protected, and working as hard as you do—giving you the freedom to focus on your life and career.
What we help with
We simplify your financial world, giving you a clear plan, smart strategies, and peace of mind that your wealth is working for you now and in the future.
Tax efficiency
Your income likely puts you in a high tax bracket, which makes proactive planning critical. We help reduce your tax burden through income splitting, strategic use of registered accounts, and incorporation strategies such as establishing a Canadian-Controlled Private Corporation (CCPC) to minimize tax on active business income and unlock corporate tax advantages.
