Unlocking Tax Savings with IPPs and Flow-Through Shares (Ep. 10)

from Opportunity Rocks with Rocky Bhatia · host Rocky Bhatia, Baker Tilly

In this episode, Rocky Bhatia interviews Ethan Astaneh, a seasoned wealth advisor at Nicola Wealth, about innovative tax strategies for Canadian business owners. They explore the benefits and complexities of Individual Pension Plans (IPPs) and flow-through shares, providing valuable insights into optimizing retirement and investment planning.Major TopicsIndividual Pension Plans (IPPs) as a retirement toolFlow-through shares and tax credits for resource companiesTax strategies for high-income business ownersImpact of recent tax regime changes on corporate planning in CanadaHolistic approach to wealth and tax planning

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This episode is 38 minutes long.

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This episode was published on May 5, 2026.

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