Canada’s Most Complete Planning Platform

Personal Tax Strategy Plan

Map your full tax picture — RRSP/TFSA strategy, income splitting, deductions, CRA deadlines, and a prioritized action plan.

Corporate Tax Optimization Plan

Salary vs dividend strategy, holdco structure, small business deduction, CCA, and a year-end filing checklist for your corporation.

Year-End Tax Planning Report

Identify every move to make before December 31 — RRSP, loss harvesting, expense acceleration, income deferral, and installment review.

Incorporation & Structure Plan

Everything you need to incorporate correctly — share structure, HST, payroll, minute book, business name, and a phased action checklist.

Business Startup Plan

Launch your new venture with a complete plan covering all 20 sections: market analysis, financials, legal structure, HR, marketing, and more.

Business Expansion Plan

Scale to new markets, product lines, or locations — capital requirements, revenue projections, risk assessment, and a phased expansion action plan.

Franchise Business Plan

Total investment breakdown, revenue projections, break-even analysis, and a pre-opening action plan built for Canadian franchise lenders.

Investor Pitch Plan

Problem/solution/traction/financials structured for angel and VC investors — a pitch-narrative plan, not a traditional business plan.

Exit Strategy / Business Sale Plan

Business valuation, share vs asset sale, LCGE tax planning, buyer targeting, and a phased exit action plan.

Non-Profit & Grant Application Plan

Mission, governance, outcomes measurement, and a grant application strategy built for Canadian funders and CRA charity registration.

Charity Registration Plan

T2050 application strategy, public benefit test, governance requirements, and a step-by-step CRA charity registration action plan.

Personal Financial Strategy Plan

Map your income, savings, debt, RRSP/TFSA/FHSA strategy, insurance gaps, and a prioritized financial action plan.

Debt Elimination Plan

Inventory every debt, choose avalanche vs snowball, and get a month-by-month payoff plan with interest savings calculated.

Retirement Strategy Plan

CPP/OAS timing, RRSP drawdown, TFSA in retirement, pension integration, and a personalized retirement income plan.

First Home Buyer Plan

FHSA, RRSP HBP, down payment strategy, mortgage pre-approval, closing costs, and a phased home purchase action plan.

Estate & Wealth Transfer Plan

Asset inventory, beneficiary strategy, deemed disposition tax, trust options, executor prep, and a complete estate action plan under Canadian law.

Will Preparation Plan

Assets, beneficiaries, specific bequests, guardianship, executor instructions — a complete will brief ready for your lawyer appointment.

Power of Attorney Plan

Property POA and personal care directive — scope, activation, healthcare wishes, living preferences, and a lawyer-ready preparation summary.

Death Benefit & Funeral Pre-Planning

CPP death benefit, life insurance claims, funeral wishes, digital accounts, executor contacts — everything in one place so your family doesn't have to guess.

Real Estate Investment Plan

Cash flow analysis, ROI projections, financing strategy, ownership structure, and a property acquisition action plan for Canadian investors.

Rental Property Plan

Lease agreements, provincial landlord-tenant rules, CRA T776 reporting, CCA treatment, and a landlord compliance action plan.

Short-Term Rental / Airbnb Strategy Plan

Municipal STR licensing, dynamic pricing, STR vs long-term rental comparison, HST obligations, and a platform launch action plan.

Off-Grid / Acreage Development Plan

Well, septic, power, heating, permits, access roads, and a phased rural development budget — built for Canadian acreage projects.

Career Transition Plan

Skills gap assessment, retraining plan, financial runway, job search strategy, and a phased transition action plan for changing careers or industries.

Side Hustle / Freelance Launch Plan

Pricing, first client strategy, HST threshold, mixing T4 + self-employment income, expense tracking — a CRA-compliant freelance launch plan.

Contractor / Trades Business Plan

Licensing, legal structure, HST, CCA on tools and vehicles, insurance, subcontractors vs employees — purpose-built for Canadian skilled trades.

Immigration & Settlement Plan

Banking, credit, CRA obligations, TFSA/RRSP setup, government benefits, credential recognition, and a day-by-day settlement action plan for newcomers to Canada.