Return on Life
Wealth Defence
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.
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.
Mitigate Tax
Reduce what’s owed as you go — not just react to a large bill after the fact.
Maximize the Estate
Make sure more of what you’ve built actually passes on to your family, instead of being lost in the transition.
Minimize the Government's Share
Keep more in your family’s hands, less going to the government.
Minimize the Government's Share
Integrate Philanthropy
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