EPISODE · Aug 14, 2025 · 2 MIN
Should I Invest In RRSPs, TFSAs, or my Holding Company with my corporate profits?
from The Family Office Insider · host Jason Nagel
If you’re a successful business owner, chances are you’ve built up after-tax profits in your operating company, but what’s the smartest way to put that money to work? In this episode, Jason Nagel from Three60 Wealth walks through strategies to help you make the most of your corporate surplus while keeping flexibility and minimizing taxes.You’ll learn:When RRSPs make sense, and when they can become a tax trap later in lifeHow TFSAs can be used not just for your own benefit, but as a powerful wealth transfer toolWhy a properly structured holding company can offer tax-free transfers and investment flexibilityHow to coordinate accounts - RRSPs, TFSAs, HoldCos, trusts, and more, to recreate your “paycheque” in retirementWhether you’re five to ten years from selling your business or you’ve already sold, this episode will help you think strategically about structuring your wealth for the long term.
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Should I Invest In RRSPs, TFSAs, or my Holding Company with my corporate profits?
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