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The Core Wealth Defence Priorities

For business owners, professionals, and families with $5M–$25M in wealth — protecting what you’ve built, especially at the moments it’s most at risk.
Five priorities

What Wealth Defence puts first.

1

Move Corporate Wealth Into Personal Hands

Get money out of the corporation and into your hands, tax-efficiently — without losing a large share to tax along the way.
2

Mitigate Tax

Reduce what’s owed as you go — not just react to a large bill after the fact.
3

Maximize the Estate

Make sure more of what you’ve built actually passes on to your family, instead of being lost in the transition.
4

Minimize the Government’s Share

Keep more in your family’s hands, less going to the government.
5

Minimize the Government’s Share

Integrate Philanthropy
The missing piece

One strategy that aligns all of it.

You likely already have the pieces — a will, a shareholder agreement, insurance, and good professionals around you: a lawyer, an accountant, an investment advisor, a banker. Each is doing their job well. What’s often missing is one strategy that aligns all of it — especially before a transition like a sale, retirement, illness, death, divorce, or a partner leaving the business.
Peter Lount · Return on Life — Wealth Defence · returnonlife.ca · 647 697 5022 | info@returnonlife.ca

Five priorities, one strategy.
Let’s see which ones are covered — and which aren’t.

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