Canadian business owners
Keeping money in your corporation? Explore tax-reduction strategies and ways retained profits could support retirement and your family’s future, while protecting the cash your business needs.
Preserve Wealth Group
Find the right financial specialist for what comes next.
Whether you’re building a business in Canada or the U.S., or preparing for retirement in the U.S., Preserve Wealth Group connects you with an independent, licensed professional suited to your needs and location.
Tell us about your situation. If you qualify, our team calls to confirm your details and arrange a suitable introduction.
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8,933introductions made in the last 12 months
Canada & U.S.Independent, licensed specialists
A place to start
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Choose the option that describes your situation.
U.S. business owners
Review ways to reduce taxes, fund retirement and prepare for a future business sale—with your CPA involved in the conversation.
U.S. retirees & pre-retirees
Explore how part of your savings could provide lifetime income, while considering access to your money and income for a surviving spouse.
The right people, connected
We make the introduction. Your specialist provides the advice.
Explore their case studiesYour goals and location guide the match. Our team confirms your information before introducing you to a specialist who can assess your situation.
You can check their licence, examine their cases, and understand the tradeoffs before you decide.
Independent professionals
Licensed in the jurisdiction where they serve you.
Work you can examine
Documented cases with figures and limitations.
A transparent introduction
Advisors pay us. You never pay for an introduction.
The work, in practice
Case studies from financial professionals
Explore 16 documented cases from the professionals in our network.
CanadaCanada
An insurance recommendation that left room to invest
A commercial glazing business owner reviewed how to allocate $100,000 a year between permanent insurance and flexible corporate investments.
$70,000Annual allocation available for flexible investing
Christian Jaehn-KreibaumLiving Financial (Raymond James)
Read the full case
United StatesUnited States
A retirement-planning review for a family-run cleaning business
A $2M commercial cleaning company where her husband and her son are the only other people on payroll.
$40,000Annual tax saving reported by advisor
Jamal HansenIndependent
Read the full case
CanadaNova Scotia
Corporate-owned insurance funded at $120,000 a year: coverage and projected estate values
A couple in their late 40s with one child, an operating company feeding a holding company with no cash in it.
$120,000/yr for 10 yearsFunding
Scott GannonMagnify Wealth
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United StatesOhio
Addressing consulting income alongside hospital employment
After years of skepticism, an Ohio physician reviewed his consulting activity with an advisor and a tax attorney/CPA.
$100,000+Tax savings reported by advisor
Advisor not namedIndependent advisor
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United StatesUnited States
Revisiting a retirement plan the business had outgrown
A manufacturer with approximately 40 employees reviewed retirement funding, employee contributions and the obligations behind a larger plan.
~40Employees in the business
Tom PearsonIndependent
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CanadaCanada
Business succession plan: projected tax and estate outcomes
A $12 million business heading to his children in three to five years, and the tax bill kept climbing.
$4,000,000Estimated tax before the plan
Elise KellerStewart Fisher Financial
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CanadaBritish Columbia
A commodities brokerage uses policy cash value as loan collateral
A B.C. commodities brokerage that needs about $2M of cash at a time and waits 90 days to get paid.
$3,000,000 over two yearsFunded into the policy
Laurent MunierSafe Pacific Financial
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CanadaNova Scotia
Accessing $400,000 through existing policy loans
A Nova Scotia advisor spent about 15 years funding four policies built for cash, not coverage.
$523,000Cash value built
Scott GannonMagnify Wealth
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CanadaAlberta
An Alberta business owner contributes over $200,000 annually to corporate-owned insurance
Alberta owner, several companies, over $2 million in retained earnings sitting in taxable accounts.
Over $2,000,000Retained earnings in the corporation
Michael Sidhu360 Degree Wealth Strategies
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CanadaBritish Columbia
A business owner borrows against policy cash value to buy bank shares
A BC owner who sold his company for eight figures, with millions of cash sitting in his corporation.
$50,000Annual dividends reported by advisor
Laurent MunierSafe Pacific Financial
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CanadaOntario
Salary and dividend review for two security-company owners
Two partners in an Ontario security company, $5M revenue, unsure what to do with their retained earnings.
$7,000Saved each year
Elise KellerStewart Fisher Financial
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CanadaCanada
Protecting the income that supports the plan
A psychotherapist earning approximately $130,000 a year sought more tax-efficient saving and identified a need for illness, disability and practice-overhead protection.
$130,000/yrApproximate annual earnings
Ron JohnstonIndependent
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United StatesCalifornia
Planning for retirement after years focused on a medical practice
An anesthesiologist nearing retirement explored an insurance-based approach after comparing retirement-account options.
Proposed planUnderwriting pending in the submission
Advisor not namedIndependent advisor
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United StatesCalifornia
Reviewing the structure behind a substantial tax bill
A construction owner reviewed business structure, personal taxes and outstanding filings. The advisor reports $500,000 in tax savings.
$500,000Tax savings reported by advisor
Joshua SchlinskySafe Secure Financial
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United StatesUnited States
A pharmacy owner seeks a second opinion on estate planning
A pharmacy owner and spouse compared an existing insurance proposal with an estate-planning approach involving premium financing.
Close to $50,000Tax benefit reported by advisor
Jerry Burbage JrBurbage Investment Group
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United StatesVirginia
A Virginia business owner wanted a reason for key employees to stay
After losing an operations manager, an owner reviewed a benefit arrangement for three key employees alongside his own corporate planning.
3Key employees
Tom PearsonIndependent
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Individual results vary. Read the case details and limitations.
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What financial professionals say about working with PWG.
Selected excerpts from professionals in our network.
Read all reviews on Trustpilot ↗★★★★★
“I have found Preserve Wealth Group to be exceptionally supportive and responsive.”
Christian Jaehn-Kreibaum
Licensed advisor · Canada · Aug 2026
The resource library
Explore our free resources.
Explore business tax planning and retirement income options before starting a conversation. Bring your questions to a specialist.
An introduction, made thoughtfully
How the introduction works
- 01
Complete your application
Tell us about your business or retirement, your location and the finances you want help with.
- 02
Speak with our team
If you qualify, a PWG team member calls to confirm your details and understand what you need.
- 03
Meet your specialist
When we identify a suitable match in your jurisdiction, our team helps arrange your first consultation.
Advisors pay us for introductions and you never do. We check whether your situation fits a specialist in our network before making an introduction.
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