Corporate Investing 101: What Every Incorporated Canadian Should Know

One of the biggest advantages of incorporating as a solo business owner is the ability to invest within your corporation. But the tax rules are different, the planning considerations are different, and there are key concepts you need to understand before you get started.In this episode I give you a clear high-level overview of how corporate investing works in Canada — including why it matters, how investment income is taxed inside a corporation, and the key concepts every incorporated Canadian should know about.What we cover:Why corporate investing matters and who it's forHow investing through a corporation actually worksTypes of investment income and how they're taxed differentlyRDTOH (Refundable Dividend Tax on Hand)The Capital Dividend Account (CDA)Passive income rules and the Small Business DeductionRRSP and TFSA considerationsAre you ready to invest inside your corporation?Want to go deeper? I've put together a masterclass with worked examples, planning considerations, and a full breakdown of the key concepts: learn.montrealfinancial.ca/investing-through-your-corporation-what-every-incorporated-canadian-needs-to-knowFree resources for incorporated Canadians: montrealfinancial.ca/corporationsSign up for the newsletter: montrealfinancial.ca/newsletter